Family Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Family 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	$6.44M	Sell	123,034 -8,981	-7%	-$469K	0.66%	36
2026 Q1	$6.86M	Buy	132,015 +5,472	+4%	+$289K	0.82%	24
2025 Q4	$6.68M	Buy	126,543 +4,728	+4%	+$251K	0.84%	31
2025 Q3	$6.49M	Buy	121,815 +23,194	+24%	+$1.23M	0.89%	28
2025 Q2	$5.21M	Buy	98,621 +20,189	+26%	+$1.05M	0.78%	34
2025 Q1	$4.11M	Buy	+78,432	New	+$4.11M	0.67%	39

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

Family Management's BINC Position: Q2 2026 in Review

Family Management reduced its BlackRock Flexible Income ETF (BINC) stake by 6.8% in Q2 2026, selling an estimated $469K and leaving 123,034 shares worth $6.44M. The position accounts for 0.66% of the portfolio, ranked #36.

Family Management first reported a position in BINC in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.86M in Q1 2026. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Family Management held 123,034 shares of BlackRock Flexible Income ETF worth $6.44M as of Q2 2026.
Family Management sold 8,981 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $469K.
BlackRock Flexible Income ETF made up 0.66% of Family Management's portfolio in Q2 2026, its #36 holding.
Family Management first reported a position in BlackRock Flexible Income ETF in Q1 2025 and has held it in 6 quarters since.
Family Management's BlackRock Flexible Income ETF position peaked at $6.86M in Q1 2026.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.