Sequoia Financial Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Sequoia Financial 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	$321M	Buy	6,133,736 +690,001	+13%	+$36M	1.6%	12
2026 Q1	$283M	Buy	5,443,735 +757,597	+16%	+$39.9M	1.58%	13
2025 Q4	$247M	Buy	4,686,138 +898,056	+24%	+$47.7M	1.38%	14
2025 Q3	$202M	Buy	3,788,082 +1,531,631	+68%	+$81M	1.23%	16
2025 Q2	$119M	Buy	2,256,451 +450,650	+25%	+$23.5M	0.82%	24
2025 Q1	$94.6M	Buy	1,805,801 +296,994	+20%	+$15.6M	0.73%	24
2024 Q4	$78.5M	Buy	1,508,807 +125,260	+9%	+$6.6M	0.76%	25
2024 Q3	$74.1M	Buy	1,383,547 +85,910	+7%	+$4.54M	0.79%	25
2024 Q2	$67.7M	Buy	+1,297,637	New	+$67.5M	0.82%	24

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

Sequoia Financial Advisors's BINC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its BlackRock Flexible Income ETF (BINC) stake by 13% in Q2 2026, buying an estimated $36M and bringing the position to 6,133,736 shares worth $321M. The position accounts for 1.6% of the portfolio, ranked #12.

Sequoia Financial Advisors first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Sequoia Financial Advisors held 6,133,736 shares of BlackRock Flexible Income ETF worth $321M as of Q2 2026.
Sequoia Financial Advisors bought 690,001 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $36M.
BlackRock Flexible Income ETF made up 1.6% of Sequoia Financial Advisors's portfolio in Q2 2026, its #12 holding.
Sequoia Financial Advisors first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.