Morton Capital Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Morton Capital 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	$379K	Buy	+7,241	New	+$378K	0.05%	99

Other funds holding BINC

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

Morton Capital Management's BINC Position: Q2 2026 in Review

Morton Capital Management opened a new position in BlackRock Flexible Income ETF (BINC) in Q2 2026: 7,241 shares worth $379K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings.

238 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Morton Capital Management held 7,241 shares of BlackRock Flexible Income ETF worth $379K as of Q2 2026.
BlackRock Flexible Income ETF was a new Morton Capital Management position in Q2 2026.
BlackRock Flexible Income ETF made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #99 holding.
238 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.