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 Q3	$9.21M	Buy	181,320 +861	+0.5%	+$44.6K	0.79%	42
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	$9.6M	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWB Wealth's BINC Position: Q3 2026 in Review

KWB Wealth increased its BlackRock Flexible Income ETF (BINC) stake by 0.48% in Q3 2026, buying an estimated $44.6K and bringing the position to 181,320 shares worth $9.21M. The position accounts for 0.79% of the portfolio, ranked #42.

KWB Wealth first reported a position in BINC in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.6M in Q4 2025. 212 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

KWB Wealth held 181,320 shares of BlackRock Flexible Income ETF worth $9.21M as of Q3 2026.
KWB Wealth bought 861 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $44.6K.
BlackRock Flexible Income ETF made up 0.79% of KWB Wealth's portfolio in Q3 2026, its #42 holding.
KWB Wealth first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 9 quarters since.
KWB Wealth's BlackRock Flexible Income ETF position peaked at $9.6M in Q4 2025.
212 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.