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Lewis Asset Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Lewis Asset Management’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
-5,108
Closed -$265K – 220
2026
Q1 		$265K Buy
5,108
+517
+11% +$27.3K 0.11% 165
2025
Q4 		$242K Buy
+4,591
New +$244K 0.1% 162

Other funds holding BINC

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Lewis Asset Management's BINC Position: Q2 2026 in Review

Lewis Asset Management sold out of BlackRock Flexible Income ETF (BINC) in Q2 2026, closing a stake of 5,108 shares — an estimated $265K sold.

Lewis Asset Management first reported a position in BINC in Q4 2025 and held it in 2 quarters. The position peaked at $265K in Q1 2026. 375 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Lewis Asset Management reported no remaining BlackRock Flexible Income ETF position as of Q2 2026 after selling out during the quarter.
  • Lewis Asset Management sold 5,108 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $265K.
  • Lewis Asset Management first reported a position in BlackRock Flexible Income ETF in Q4 2025 and held it in 2 quarters.
  • Lewis Asset Management's BlackRock Flexible Income ETF position peaked at $265K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.