DWM
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Diversify Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Diversify Wealth Management’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 		$7.6M Sell
146,416
-75,010
-34% -$3.92M 0.13% 170
2026
Q1 		$11.6M Buy
221,426
+154,905
+233% +$8.17M 0.21% 96
2025
Q4 		$3.52M Buy
+66,521
New +$3.53M 0.16% 160

Other funds holding BINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Diversify Wealth Management's BINC Position: Q2 2026 in Review

Diversify Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 34% in Q2 2026, selling an estimated $3.92M and leaving 146,416 shares worth $7.6M. The position accounts for 0.13% of the portfolio, ranked #170.

Diversify Wealth Management first reported a position in BINC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6M in Q1 2026. 780 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Diversify Wealth Management held 146,416 shares of BlackRock Flexible Income ETF worth $7.6M as of Q2 2026.
  • Diversify Wealth Management sold 75,010 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $3.92M.
  • BlackRock Flexible Income ETF made up 0.13% of Diversify Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Diversify Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's BlackRock Flexible Income ETF position peaked at $11.6M in Q1 2026.
  • 780 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.