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

Heritage 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
2025
Q2 		– Sell
-8
Closed -$419 – 578
2025
Q1 		$419 Buy
+8
New +$419 ﹤0.01% 548

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's BINC Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of BlackRock Flexible Income ETF (BINC) in Q2 2025, closing a stake of 8 shares — an estimated $419 sold.

Heritage Wealth Advisors first reported a position in BINC in Q1 2025 and held it in 1 quarter. The position peaked at $419 in Q1 2025. 578 funds tracked by Wall St. Rank hold BINC as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining BlackRock Flexible Income ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 8 BlackRock Flexible Income ETF shares in Q2 2025, an estimated $419.
  • Heritage Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's BlackRock Flexible Income ETF position peaked at $419 in Q1 2025.
  • 578 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.