Kovitz Investment Group Partners’s BlackRock Flexible Income ETF BINC Stock Holding History

Kovitz Investment Group Partners’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	$19.4M	Sell	371,403 -74,626	-17%	-$3.9M	0.43%	61
2026 Q1	$23.2M	Buy	446,029 +14,929	+3%	+$787K	0.54%	45
2025 Q4	$22.7M	Sell	431,100 -4,063	-0.9%	-$216K	0.5%	44
2025 Q3	$23.2M	Buy	435,163 +5,840	+1%	+$309K	0.09%	199
2025 Q2	$22.7M	Buy	429,323 +319,538	+291%	+$16.6M	0.1%	181
2025 Q1	$5.75M	Buy	109,785 +94,654	+626%	+$4.96M	0.03%	383
2024 Q4	$787K	Sell	15,131 -729	-5%	-$38.4K	﹤0.01%	774
2024 Q3	$849K	Buy	+15,860	New	+$839K	0.01%	663

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

Kovitz Investment Group Partners's BINC Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its BlackRock Flexible Income ETF (BINC) stake by 17% in Q2 2026, selling an estimated $3.9M and leaving 371,403 shares worth $19.4M. The position accounts for 0.43% of the portfolio, ranked #61.

Kovitz Investment Group Partners first reported a position in BINC in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.2M in Q3 2025. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Kovitz Investment Group Partners held 371,403 shares of BlackRock Flexible Income ETF worth $19.4M as of Q2 2026.
Kovitz Investment Group Partners sold 74,626 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $3.9M.
BlackRock Flexible Income ETF made up 0.43% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #61 holding.
Kovitz Investment Group Partners first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's BlackRock Flexible Income ETF position peaked at $23.2M in Q3 2025.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.