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 Q2	$25.6M	Sell	488,882 -27,601	-5%	-$1.44M	2.88%	10
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

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

Legacy Financial Group (Iowa)'s BINC Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its BlackRock Flexible Income ETF (BINC) stake by 5.3% in Q2 2026, selling an estimated $1.44M and leaving 488,882 shares worth $25.6M. The position accounts for 2.88% of the portfolio, ranked #10.

Legacy Financial Group (Iowa) first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.1M in Q4 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Legacy Financial Group (Iowa) held 488,882 shares of BlackRock Flexible Income ETF worth $25.6M as of Q2 2026.
Legacy Financial Group (Iowa) sold 27,601 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $1.44M.
BlackRock Flexible Income ETF made up 2.88% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #10 holding.
Legacy Financial Group (Iowa) first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
Legacy Financial Group (Iowa)'s BlackRock Flexible Income ETF position peaked at $28.1M in Q4 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.