Legacy Financial Group (Iowa)’s BlackRock Flexible Income ETF BINC Stock Holding History

Legacy Financial Group (Iowa)’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 Q1	$26.8M	Sell	516,483 -14,767	-3%	-$779K	3.37%	9
2025 Q4	$28.1M	Buy	531,250 +43,751	+9%	+$2.32M	3.47%	8
2025 Q3	$26M	Buy	487,499 +22,484	+5%	+$1.19M	3.4%	7
2025 Q2	$24.6M	Buy	465,015 +13,544	+3%	+$705K	3.43%	8
2025 Q1	$23.6M	Buy	451,471 +12,022	+3%	+$630K	3.64%	8
2024 Q4	$22.9M	Buy	439,449 +154,132	+54%	+$8.12M	3.7%	7
2024 Q3	$15.3M	Buy	285,317 +247,988	+664%	+$13.1M	2.94%	12
2024 Q2	$1.95M	Buy	+37,329	New	+$1.94M	0.38%	42

Other funds holding BINC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BINC Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its BlackRock Flexible Income ETF (BINC) stake by 2.8% in Q1 2026, selling an estimated $779K and leaving 516,483 shares worth $26.8M. The position accounts for 3.37% of the portfolio, ranked #9.

Legacy Financial Group (Iowa) first reported a position in BINC in Q2 2024 and has held it in 8 quarters since. The position peaked at $28.1M in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

Legacy Financial Group (Iowa) held 516,483 shares of BlackRock Flexible Income ETF worth $26.8M as of Q1 2026.
Legacy Financial Group (Iowa) sold 14,767 BlackRock Flexible Income ETF shares in Q1 2026, an estimated $779K.
BlackRock Flexible Income ETF made up 3.37% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #9 holding.
Legacy Financial Group (Iowa) first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 8 quarters since.
Legacy Financial Group (Iowa)'s BlackRock Flexible Income ETF position peaked at $28.1M in Q4 2025.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.