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

Endowment 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	$680K	Buy	12,988 +439	+3%	+$22.9K	0.26%	71
2026 Q1	$652K	Buy	12,549 +775	+7%	+$40.9K	0.29%	68
2025 Q4	$621K	Buy	11,774 +5,242	+80%	+$278K	0.29%	71
2025 Q3	$348K	Buy	6,532 +1,014	+18%	+$53.6K	0.16%	103
2025 Q2	$292K	Buy	5,518 +74	+1%	+$3.85K	0.15%	112
2025 Q1	$285K	Buy	+5,444	New	+$285K	0.18%	106

Other funds holding BINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Endowment Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 3.5% in Q2 2026, buying an estimated $22.9K and bringing the position to 12,988 shares worth $680K. The position accounts for 0.26% of the portfolio, ranked #71.

Endowment Wealth Management first reported a position in BINC in Q1 2025 and has held it in 6 quarters since. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Endowment Wealth Management held 12,988 shares of BlackRock Flexible Income ETF worth $680K as of Q2 2026.
Endowment Wealth Management bought 439 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $22.9K.
BlackRock Flexible Income ETF made up 0.26% of Endowment Wealth Management's portfolio in Q2 2026, its #71 holding.
Endowment Wealth Management first reported a position in BlackRock Flexible Income ETF in Q1 2025 and has held it in 6 quarters since.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.