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

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

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

HCR Wealth Advisors increased its BlackRock Flexible Income ETF (BINC) stake by 9.4% in Q2 2026, buying an estimated $964K and bringing the position to 213,952 shares worth $11.2M. The position accounts for 1% of the portfolio, ranked #18.

HCR Wealth Advisors first reported a position in BINC in Q3 2024 and has held it in 8 quarters since. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

HCR Wealth Advisors held 213,952 shares of BlackRock Flexible Income ETF worth $11.2M as of Q2 2026.
HCR Wealth Advisors bought 18,451 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $964K.
BlackRock Flexible Income ETF made up 1% of HCR Wealth Advisors's portfolio in Q2 2026, its #18 holding.
HCR Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 8 quarters since.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

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