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Legacy Wealth Partners (Colorado)’s BlackRock Flexible Income ETF BINC Stock Holding History

Legacy Wealth Partners (Colorado)’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 		– Sell
-5,816
Closed -$302K – 191
2026
Q1 		$302K Sell
5,816
-786
-12% -$41.4K 0.08% 148
2025
Q4 		$348K Buy
+6,602
New +$350K 0.09% 121

Other funds holding BINC

BlackRock
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Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s BINC Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) sold out of BlackRock Flexible Income ETF (BINC) in Q2 2026, closing a stake of 5,816 shares — an estimated $302K sold.

Legacy Wealth Partners (Colorado) first reported a position in BINC in Q4 2025 and held it in 2 quarters. The position peaked at $348K in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining BlackRock Flexible Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 5,816 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $302K.
  • Legacy Wealth Partners (Colorado) first reported a position in BlackRock Flexible Income ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Partners (Colorado)'s BlackRock Flexible Income ETF position peaked at $348K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.