Joseph P. Lucia & Associates’s BlackRock Flexible Income ETF BINC Stock Holding History

Joseph P. Lucia & Associates’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	$7.09M	Sell	135,438 -460	-0.3%	-$24K	2.13%	12
2026 Q1	$7.06M	Buy	135,898 +15,001	+12%	+$791K	2.52%	8
2025 Q4	$6.38M	Buy	120,897 +54,228	+81%	+$2.88M	2.3%	10
2025 Q3	$3.55M	Buy	66,669 +43,367	+186%	+$2.29M	1.34%	21
2025 Q2	$1.23M	Buy	23,302 +11,194	+92%	+$583K	0.5%	57
2025 Q1	$634K	Buy	12,108 +6,665	+122%	+$349K	0.29%	74
2024 Q4	$283K	Buy	5,443 +1,570	+41%	+$82.7K	0.13%	106
2024 Q3	$207K	Buy	+3,873	New	+$205K	0.1%	130

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

Joseph P. Lucia & Associates's BINC Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its BlackRock Flexible Income ETF (BINC) stake by 0.34% in Q2 2026, selling an estimated $24K and leaving 135,438 shares worth $7.09M. The position accounts for 2.13% of the portfolio, ranked #12.

Joseph P. Lucia & Associates first reported a position in BINC in Q3 2024 and has held it in 8 quarters since. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Joseph P. Lucia & Associates held 135,438 shares of BlackRock Flexible Income ETF worth $7.09M as of Q2 2026.
Joseph P. Lucia & Associates sold 460 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $24K.
BlackRock Flexible Income ETF made up 2.13% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #12 holding.
Joseph P. Lucia & Associates first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 8 quarters since.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.