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

HCR 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	$11.2M	Buy	213,952 +18,451	+9%	+$964K	1%	18
2026 Q1	$10.2M	Buy	195,501 +13,827	+8%	+$729K	1.05%	16
2025 Q4	$9.59M	Buy	181,674 +18,508	+11%	+$982K	0.95%	19
2025 Q3	$8.67M	Buy	163,166 +28,631	+21%	+$1.51M	0.9%	18
2025 Q2	$7.11M	Buy	134,535 +25,828	+24%	+$1.35M	0.84%	18
2025 Q1	$5.69M	Buy	108,707 +9,910	+10%	+$519K	0.74%	19
2024 Q4	$5.14M	Buy	98,797 +16,783	+20%	+$884K	0.64%	22
2024 Q3	$4.39M	Buy	+82,014	New	+$4.34M	0.57%	27

Other funds holding BINC

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return