Optivise Advisory Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Optivise Advisory Services’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	$2.27M	Sell	43,282 -7,602	-15%	-$397K	1.15%	16
2026 Q1	$2.64M	Sell	50,884 -5,554	-10%	-$293K	1.6%	11
2025 Q4	$2.98M	Buy	56,438 +8,751	+18%	+$464K	1.72%	11
2025 Q3	$2.54M	Buy	47,687 +12,788	+37%	+$677K	1.51%	12
2025 Q2	$1.84M	Buy	34,899 +7,366	+27%	+$384K	0.94%	24
2025 Q1	$1.44M	Buy	27,533 +12,126	+79%	+$635K	0.81%	29
2024 Q4	$801K	Buy	+15,407	New	+$811K	0.43%	65

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

Optivise Advisory Services's BINC Position: Q2 2026 in Review

Optivise Advisory Services reduced its BlackRock Flexible Income ETF (BINC) stake by 15% in Q2 2026, selling an estimated $397K and leaving 43,282 shares worth $2.27M. The position accounts for 1.15% of the portfolio, ranked #16.

Optivise Advisory Services first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q4 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Optivise Advisory Services held 43,282 shares of BlackRock Flexible Income ETF worth $2.27M as of Q2 2026.
Optivise Advisory Services sold 7,602 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $397K.
BlackRock Flexible Income ETF made up 1.15% of Optivise Advisory Services's portfolio in Q2 2026, its #16 holding.
Optivise Advisory Services first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
Optivise Advisory Services's BlackRock Flexible Income ETF position peaked at $2.98M in Q4 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.