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

Perennial 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	$255K	Sell	4,878 -1,980	-29%	-$103K	0.02%	481
2026 Q1	$356K	Buy	6,858 +911	+15%	+$48K	0.03%	348
2025 Q4	$314K	Buy	5,947 +541	+10%	+$28.7K	0.02%	366
2025 Q3	$288K	Buy	5,406 +121	+2%	+$6.4K	0.02%	376
2025 Q2	$279K	Buy	5,285 +914	+21%	+$47.6K	0.03%	367
2025 Q1	$229K	Buy	+4,371	New	+$229K	0.03%	374

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

Perennial Investment Advisors's BINC Position: Q2 2026 in Review

Perennial Investment Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 29% in Q2 2026, selling an estimated $103K and leaving 4,878 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #481.

Perennial Investment Advisors first reported a position in BINC in Q1 2025 and has held it in 6 quarters since. The position peaked at $356K in Q1 2026. 780 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Perennial Investment Advisors held 4,878 shares of BlackRock Flexible Income ETF worth $255K as of Q2 2026.
Perennial Investment Advisors sold 1,980 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $103K.
BlackRock Flexible Income ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #481 holding.
Perennial Investment Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2025 and has held it in 6 quarters since.
Perennial Investment Advisors's BlackRock Flexible Income ETF position peaked at $356K in Q1 2026.
780 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.