Moneywise Inc’s BlackRock Flexible Income ETF BINC Stock Holding History

Moneywise Inc’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	$453K	Buy	8,661 +62	+0.7%	+$3.24K	0.17%	60
2026 Q1	$447K	Sell	8,599 -157	-2%	-$8.28K	0.2%	61
2025 Q4	$462K	Sell	8,756 -148	-2%	-$7.85K	0.19%	62
2025 Q3	$474K	Buy	8,904 +330	+4%	+$17.5K	0.21%	51
2025 Q2	$453K	Sell	8,574 -20,002	-70%	-$1.04M	0.21%	56
2025 Q1	$1.5M	Sell	28,576 -145	-0.5%	-$7.59K	0.79%	27
2024 Q4	$1.49M	Buy	28,721 +8,718	+44%	+$459K	0.75%	27
2024 Q3	$1.07M	Buy	20,003 +6,343	+46%	+$335K	0.53%	38
2024 Q2	$713K	Buy	13,660 +4,889	+56%	+$254K	0.38%	40
2024 Q1	$460K	Buy	+8,771	New	+$458K	0.25%	40

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Moneywise Inc's BINC Position: Q2 2026 in Review

Moneywise Inc increased its BlackRock Flexible Income ETF (BINC) stake by 0.72% in Q2 2026, buying an estimated $3.24K and bringing the position to 8,661 shares worth $453K. The position accounts for 0.17% of the portfolio, ranked #60.

Moneywise Inc first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q1 2025. 188 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Moneywise Inc held 8,661 shares of BlackRock Flexible Income ETF worth $453K as of Q2 2026.
Moneywise Inc bought 62 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $3.24K.
BlackRock Flexible Income ETF made up 0.17% of Moneywise Inc's portfolio in Q2 2026, its #60 holding.
Moneywise Inc first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
Moneywise Inc's BlackRock Flexible Income ETF position peaked at $1.5M in Q1 2025.
188 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.