KWB Wealth’s BlackRock Flexible Income ETF BINC Stock Holding History

KWB Wealth’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	$9.45M	Buy	180,459 +1,628	+0.9%	+$85K	0.81%	35
2026 Q1	$9.44M	Sell	178,831 -3,762	-2%	-$198K	0.93%	32
2025 Q4	$9.64M	Buy	182,593 +30,232	+20%	+$1.6M	0.91%	32
2025 Q3	$8.05M	Buy	152,361 +13,990	+10%	+$740K	0.89%	27
2025 Q2	$7.25M	Buy	+138,371	New	+$7.21M	0.88%	25
2024 Q4	–	Sell	-27,748	Closed	-$1.45M	–	143
2024 Q3	$1.45M	Buy	27,748 +5,029	+22%	+$266K	0.19%	51
2024 Q2	$1.19M	Sell	22,719 -441	-2%	-$23K	0.16%	54
2024 Q1	$1.21M	Buy	+23,160	New	+$1.21M	0.16%	54

Other funds holding BINC

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM