Lantern Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Lantern Wealth Advisors’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	$304K	Sell	5,800 -5,435	-48%	-$284K	0.14%	145
2026 Q1	$583K	Sell	11,235 -1,413	-11%	-$74.5K	0.3%	85
2025 Q4	$667K	Buy	12,648 +2,971	+31%	+$158K	0.35%	77
2025 Q3	$515K	Buy	9,677 +3,586	+59%	+$190K	0.27%	93
2025 Q2	$322K	Buy	+6,091	New	+$317K	0.19%	109
2024 Q4	$247K	Buy	4,752 +722	+18%	+$38K	0.16%	116
2024 Q3	$216K	Buy	+4,030	New	+$213K	0.15%	120

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

Lantern Wealth Advisors's BINC Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 48% in Q2 2026, selling an estimated $284K and leaving 5,800 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #145.

Lantern Wealth Advisors first reported a position in BINC in Q3 2024 and has held it in 7 quarters since. The position peaked at $667K in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Lantern Wealth Advisors held 5,800 shares of BlackRock Flexible Income ETF worth $304K as of Q2 2026.
Lantern Wealth Advisors sold 5,435 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $284K.
BlackRock Flexible Income ETF made up 0.14% of Lantern Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Lantern Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 7 quarters since.
Lantern Wealth Advisors's BlackRock Flexible Income ETF position peaked at $667K in Q4 2025.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.