Sax Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Sax Wealth 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	$1.24M	Buy	23,794 +9,128	+62%	+$477K	0.05%	200
2026 Q1	$774K	Hold	14,666	–	–	0.04%	226
2025 Q4	$774K	Buy	14,666 +92	+0.6%	+$4.88K	0.04%	232
2025 Q3	$776K	Buy	14,574 +7,629	+110%	+$404K	0.04%	210
2025 Q2	$367K	Buy	+6,945	New	+$362K	0.02%	305

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

Sax Wealth Advisors's BINC Position: Q2 2026 in Review

Sax Wealth Advisors increased its BlackRock Flexible Income ETF (BINC) stake by 62% in Q2 2026, buying an estimated $477K and bringing the position to 23,794 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #200.

Sax Wealth Advisors first reported a position in BINC in Q2 2025 and has held it in 5 quarters since. 780 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Sax Wealth Advisors held 23,794 shares of BlackRock Flexible Income ETF worth $1.24M as of Q2 2026.
Sax Wealth Advisors bought 9,128 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $477K.
BlackRock Flexible Income ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Sax Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q2 2025 and has held it in 5 quarters since.
780 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.