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

JFS 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	$378K	Sell	7,218 -8,528	-54%	-$445K	0.02%	260
2026 Q1	$818K	Buy	15,746 +9,356	+146%	+$493K	0.05%	178
2025 Q4	$337K	Sell	6,390 -52	-0.8%	-$2.76K	0.02%	259
2025 Q3	$343K	Buy	6,442 +721	+13%	+$38.1K	0.02%	260
2025 Q2	$302K	Sell	5,721 -45	-0.8%	-$2.34K	0.02%	256
2025 Q1	$302K	Buy	5,766 +2,559	+80%	+$134K	0.02%	258
2024 Q4	$167K	Buy	3,207 +1,289	+67%	+$67.9K	0.01%	308
2024 Q3	$103K	Buy	1,918 +403	+27%	+$21.3K	0.01%	361
2024 Q2	$79.1K	Buy	+1,515	New	+$78.9K	0.01%	353

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

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

JFS Wealth Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 54% in Q2 2026, selling an estimated $445K and leaving 7,218 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #260.

JFS Wealth Advisors first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. The position peaked at $818K in Q1 2026. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

JFS Wealth Advisors held 7,218 shares of BlackRock Flexible Income ETF worth $378K as of Q2 2026.
JFS Wealth Advisors sold 8,528 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $445K.
BlackRock Flexible Income ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #260 holding.
JFS Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
JFS Wealth Advisors's BlackRock Flexible Income ETF position peaked at $818K in Q1 2026.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.