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

GeoWealth 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	$869K	Sell	16,604 -6,075	-27%	-$317K	0.03%	354
2026 Q1	$1.18M	Buy	22,679 +5,344	+31%	+$282K	0.04%	245
2025 Q4	$915K	Sell	17,335 -24,199	-58%	-$1.28M	0.03%	295
2025 Q3	$2.21M	Buy	41,534 +33,867	+442%	+$1.79M	0.08%	160
2025 Q2	$405K	Buy	7,667 +1,552	+25%	+$80.8K	0.02%	456
2025 Q1	$320K	Buy	6,115 +922	+18%	+$48.3K	0.01%	536
2024 Q4	$270K	Buy	5,193 +826	+19%	+$43.5K	0.01%	653
2024 Q3	$234K	Sell	4,367 -1,398	-24%	-$73.9K	0.01%	671
2024 Q2	$301K	Sell	5,765 -58,754	-91%	-$3.06M	0.01%	575
2024 Q1	$3.38M	Buy	64,519 +64,072	+14,334%	+$3.35M	0.13%	122
2023 Q4	$24K	Buy	+447	New	+$22.7K	﹤0.01%	646

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

GeoWealth Management's BINC Position: Q2 2026 in Review

GeoWealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 27% in Q2 2026, selling an estimated $317K and leaving 16,604 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #354.

GeoWealth Management first reported a position in BINC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q1 2024. 779 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

GeoWealth Management held 16,604 shares of BlackRock Flexible Income ETF worth $869K as of Q2 2026.
GeoWealth Management sold 6,075 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $317K.
BlackRock Flexible Income ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #354 holding.
GeoWealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2023 and has held it in 11 quarters since.
GeoWealth Management's BlackRock Flexible Income ETF position peaked at $3.38M in Q1 2024.
779 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

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