Robertson Stephens Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Robertson Stephens Wealth 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	$1.01M	Sell	19,348 -5,927	-23%	-$310K	0.02%	313
2026 Q1	$1.31M	Sell	25,275 -45,718	-64%	-$2.41M	0.04%	262
2025 Q4	$3.75M	Buy	70,993 +9,550	+16%	+$507K	0.1%	144
2025 Q3	$3.27M	Buy	61,443 +42,184	+219%	+$2.23M	0.1%	133
2025 Q2	$1.02M	Buy	19,259 +529	+3%	+$27.6K	0.03%	272
2025 Q1	$981K	Buy	18,730 +393	+2%	+$20.6K	0.03%	273
2024 Q4	$954K	Sell	18,337 -8,830	-33%	-$465K	0.03%	261
2024 Q3	$1.45M	Buy	27,167 +7,479	+38%	+$396K	0.05%	237
2024 Q2	$1.03M	Buy	19,688 +8,896	+82%	+$463K	0.05%	224
2024 Q1	$566K	Buy	+10,792	New	+$564K	0.03%	326

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

Robertson Stephens Wealth Management's BINC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 23% in Q2 2026, selling an estimated $310K and leaving 19,348 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #313.

Robertson Stephens Wealth Management first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Robertson Stephens Wealth Management held 19,348 shares of BlackRock Flexible Income ETF worth $1.01M as of Q2 2026.
Robertson Stephens Wealth Management sold 5,927 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $310K.
BlackRock Flexible Income ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #313 holding.
Robertson Stephens Wealth Management first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's BlackRock Flexible Income ETF position peaked at $3.75M in Q4 2025.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.