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

Modern 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	$34.3M	Buy	655,822 +448,368	+216%	+$23.4M	0.41%	51
2026 Q1	$10.8M	Sell	207,454 -1,886	-0.9%	-$99.4K	0.18%	129
2025 Q4	$11M	Buy	209,340 +28,912	+16%	+$1.53M	0.2%	121
2025 Q3	$9.61M	Buy	180,428 +57,105	+46%	+$3.02M	0.19%	125
2025 Q2	$6.52M	Buy	123,323 +2,054	+2%	+$107K	0.16%	137
2025 Q1	$6.35M	Buy	121,269 +12,901	+12%	+$676K	0.2%	101
2024 Q4	$5.64M	Buy	108,368 +100,814	+1,335%	+$5.31M	0.21%	95
2024 Q3	$404K	Buy	7,554 +2,857	+61%	+$151K	0.02%	282
2024 Q2	$245K	Buy	+4,697	New	+$244K	0.02%	347

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

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

Modern Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 216% in Q2 2026, buying an estimated $23.4M and bringing the position to 655,822 shares worth $34.3M. The position accounts for 0.41% of the portfolio, ranked #51.

Modern Wealth Management first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Modern Wealth Management held 655,822 shares of BlackRock Flexible Income ETF worth $34.3M as of Q2 2026.
Modern Wealth Management bought 448,368 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $23.4M.
BlackRock Flexible Income ETF made up 0.41% of Modern Wealth Management's portfolio in Q2 2026, its #51 holding.
Modern Wealth Management first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

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