Cypress Wealth Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Cypress Wealth Services’s Portfolio BINC Stock Details BINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Sell	34,859 -24,222	-41%	-$1.27M	0.22%	80
2026 Q1	$3.07M	Sell	59,081 -7,669	-11%	-$404K	0.43%	54
2025 Q4	$3.52M	Buy	66,750 +9,498	+17%	+$504K	0.49%	45
2025 Q3	$3.05M	Buy	57,252 +2,650	+5%	+$140K	0.5%	44
2025 Q2	$2.89M	Buy	54,602 +1,955	+4%	+$102K	0.52%	42
2025 Q1	$2.76M	Buy	52,647 +433	+0.8%	+$22.7K	0.56%	40
2024 Q4	$2.72M	Buy	52,214 +6,491	+14%	+$342K	0.55%	41
2024 Q3	$2.45M	Buy	45,723 +6,963	+18%	+$368K	0.51%	45
2024 Q2	$2.02M	Buy	38,760 +3,562	+10%	+$185K	0.45%	52
2024 Q1	$1.85M	Buy	+35,198	New	+$1.84M	0.43%	54

Other funds holding BINC

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

Cypress Wealth Services's BINC Position: Q2 2026 in Review

Cypress Wealth Services reduced its BlackRock Flexible Income ETF (BINC) stake by 41% in Q2 2026, selling an estimated $1.27M and leaving 34,859 shares worth $1.82M. The position accounts for 0.22% of the portfolio, ranked #80.

Cypress Wealth Services first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.52M in Q4 2025. 260 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Cypress Wealth Services held 34,859 shares of BlackRock Flexible Income ETF worth $1.82M as of Q2 2026.
Cypress Wealth Services sold 24,222 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $1.27M.
BlackRock Flexible Income ETF made up 0.22% of Cypress Wealth Services's portfolio in Q2 2026, its #80 holding.
Cypress Wealth Services first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
Cypress Wealth Services's BlackRock Flexible Income ETF position peaked at $3.52M in Q4 2025.
260 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.