Heritage Family Offices’s BlackRock Flexible Income ETF BINC Stock Holding History

Heritage Family Offices’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	$521K	Sell	9,958 -5,539	-36%	-$289K	0.2%	95
2026 Q1	$805K	Sell	15,497 -8,250	-35%	-$435K	0.36%	71
2025 Q4	$1.25M	Buy	23,747 +414	+2%	+$22K	0.57%	42
2025 Q3	$1.24M	Buy	23,333 +2,867	+14%	+$152K	0.58%	40
2025 Q2	$1.07M	Buy	20,466 +47	+0.2%	+$2.45K	0.54%	44
2025 Q1	$1.07M	Buy	+20,419	New	+$1.07M	0.55%	43

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

Heritage Family Offices's BINC Position: Q2 2026 in Review

Heritage Family Offices reduced its BlackRock Flexible Income ETF (BINC) stake by 36% in Q2 2026, selling an estimated $289K and leaving 9,958 shares worth $521K. The position accounts for 0.2% of the portfolio, ranked #95.

Heritage Family Offices first reported a position in BINC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Heritage Family Offices held 9,958 shares of BlackRock Flexible Income ETF worth $521K as of Q2 2026.
Heritage Family Offices sold 5,539 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $289K.
BlackRock Flexible Income ETF made up 0.2% of Heritage Family Offices's portfolio in Q2 2026, its #95 holding.
Heritage Family Offices first reported a position in BlackRock Flexible Income ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Family Offices's BlackRock Flexible Income ETF position peaked at $1.25M in Q4 2025.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.