Mount Yale Investment Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Mount Yale Investment 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	$912K	Sell	17,430 -14,189	-45%	-$741K	0.02%	608
2026 Q1	$1.64M	Buy	31,619 +24,439	+340%	+$1.29M	0.04%	413
2025 Q4	$379K	Buy	+7,180	New	+$381K	0.02%	528
2025 Q3	–	Sell	-26,536	Closed	-$1.4M	–	775
2025 Q2	$1.4M	Buy	26,536 +8,214	+45%	+$428K	0.11%	161
2025 Q1	$960K	Buy	18,322 +376	+2%	+$19.7K	0.08%	200
2024 Q4	$934K	Sell	17,946 -2,197	-11%	-$116K	0.08%	213
2024 Q3	$1.08M	Buy	20,143 +7,777	+63%	+$411K	0.1%	184
2024 Q2	$646K	Buy	12,366 +105	+0.9%	+$5.47K	0.05%	296
2024 Q1	$643K	Buy	+12,261	New	+$640K	0.05%	303

Other funds holding BINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mount Yale Investment Advisors's BINC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 45% in Q2 2026, selling an estimated $741K and leaving 17,430 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #608.

Mount Yale Investment Advisors first reported a position in BINC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q1 2026. 780 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Mount Yale Investment Advisors held 17,430 shares of BlackRock Flexible Income ETF worth $912K as of Q2 2026.
Mount Yale Investment Advisors sold 14,189 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $741K.
BlackRock Flexible Income ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #608 holding.
Mount Yale Investment Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 9 quarters since.
Mount Yale Investment Advisors's BlackRock Flexible Income ETF position peaked at $1.64M in Q1 2026.
780 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.