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

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

KWB Wealth's BINC Position: Q2 2026 in Review

KWB Wealth increased its BlackRock Flexible Income ETF (BINC) stake by 0.91% in Q2 2026, buying an estimated $85K and bringing the position to 180,459 shares worth $9.45M. The position accounts for 0.81% of the portfolio, ranked #35.

KWB Wealth first reported a position in BINC in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.64M in Q4 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

KWB Wealth held 180,459 shares of BlackRock Flexible Income ETF worth $9.45M as of Q2 2026.
KWB Wealth bought 1,628 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $85K.
BlackRock Flexible Income ETF made up 0.81% of KWB Wealth's portfolio in Q2 2026, its #35 holding.
KWB Wealth first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 8 quarters since.
KWB Wealth's BlackRock Flexible Income ETF position peaked at $9.64M in Q4 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

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