Medallion Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Medallion Wealth Advisors’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	$3.97M	Buy	75,943 +2,276	+3%	+$119K	1.25%	14
2026 Q1	$3.83M	Buy	73,667 +10,617	+17%	+$560K	1.25%	12
2025 Q4	$3.33M	Buy	63,050 +12,742	+25%	+$676K	1.12%	16
2025 Q3	$2.68M	Buy	50,308 +6,214	+14%	+$329K	0.95%	19
2025 Q2	$2.32M	Buy	44,094 +8,395	+24%	+$437K	0.9%	22
2025 Q1	$1.86M	Buy	35,699 +5,235	+17%	+$274K	0.85%	25
2024 Q4	$1.59M	Buy	+30,464	New	+$1.6M	0.79%	25

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

Medallion Wealth Advisors's BINC Position: Q2 2026 in Review

Medallion Wealth Advisors increased its BlackRock Flexible Income ETF (BINC) stake by 3.1% in Q2 2026, buying an estimated $119K and bringing the position to 75,943 shares worth $3.97M. The position accounts for 1.25% of the portfolio, ranked #14.

Medallion Wealth Advisors first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. 779 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Medallion Wealth Advisors held 75,943 shares of BlackRock Flexible Income ETF worth $3.97M as of Q2 2026.
Medallion Wealth Advisors bought 2,276 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $119K.
BlackRock Flexible Income ETF made up 1.25% of Medallion Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Medallion Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
779 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.