Liberty Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Liberty Wealth 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	$2.69M	Hold	51,750	–	–	0.34%	65
2026 Q1	$2.69M	Sell	51,750 -1,444	-3%	-$76.1K	0.34%	65
2025 Q4	$2.8M	Sell	53,194 -1,666	-3%	-$88.4K	0.36%	57
2025 Q3	$2.92M	Buy	54,860 +3,922	+8%	+$208K	0.41%	54
2025 Q2	$2.69M	Buy	50,938 +2,256	+5%	+$117K	0.42%	51
2025 Q1	$2.54M	Buy	48,682 +5,339	+12%	+$280K	0.49%	46
2024 Q4	$2.24M	Buy	43,343 +10,276	+31%	+$541K	0.37%	55
2024 Q3	$1.77M	Sell	33,067 -14,395	-30%	-$761K	0.3%	57
2024 Q2	$1.5M	Buy	47,462 +19,194	+68%	+$999K	0.28%	60
2024 Q1	$1.48M	Buy	+28,268	New	+$1.48M	0.29%	57

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

Liberty Wealth Management's BINC Position: Q2 2026 in Review

Liberty Wealth Management held its BlackRock Flexible Income ETF (BINC) position steady in Q2 2026 at 51,750 shares worth $2.69M. The position accounts for 0.34% of the portfolio, ranked #65.

Liberty Wealth Management first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.92M in Q3 2025. 779 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Liberty Wealth Management held 51,750 shares of BlackRock Flexible Income ETF worth $2.69M as of Q2 2026.
Liberty Wealth Management left its BlackRock Flexible Income ETF share count unchanged in Q2 2026.
BlackRock Flexible Income ETF made up 0.34% of Liberty Wealth Management's portfolio in Q2 2026, its #65 holding.
Liberty Wealth Management first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
Liberty Wealth Management's BlackRock Flexible Income ETF position peaked at $2.92M in Q3 2025.
779 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.