EverSource Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

EverSource Wealth Advisors’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	$33.7K	Sell	644 -3,181	-83%	-$166K	﹤0.01%	2049
2026 Q1	$199K	Sell	3,825 -664	-15%	-$35K	0.01%	1063
2025 Q4	$237K	Sell	4,489 -219	-5%	-$11.6K	0.01%	867
2025 Q3	$251K	Sell	4,708 -3,644	-44%	-$193K	0.01%	796
2025 Q2	$441K	Sell	8,352 -2,999	-26%	-$156K	0.02%	507
2025 Q1	$595K	Buy	11,351 +2,253	+25%	+$118K	0.03%	347
2024 Q4	$473K	Buy	9,098 +3,296	+57%	+$174K	0.03%	383
2024 Q3	$311K	Sell	5,802 -782	-12%	-$41.4K	0.02%	439
2024 Q2	$348K	Buy	6,584 +4,274	+185%	+$222K	0.02%	397
2024 Q1	$120K	Buy	+2,310	New	+$121K	0.01%	644

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

EverSource Wealth Advisors's BINC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 83% in Q2 2026, selling an estimated $166K and leaving 644 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

EverSource Wealth Advisors first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $595K in Q1 2025. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

EverSource Wealth Advisors held 644 shares of BlackRock Flexible Income ETF worth $33.7K as of Q2 2026.
EverSource Wealth Advisors sold 3,181 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $166K.
BlackRock Flexible Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2049 holding.
EverSource Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's BlackRock Flexible Income ETF position peaked at $595K in Q1 2025.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.