Shared Vision Wealth Group’s BlackRock Flexible Income ETF BINC Stock Holding History

Shared Vision Wealth Group’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	$3.85M	Sell	73,521 -28,502	-28%	-$1.49M	1.32%	17
2026 Q1	$5.3M	Sell	102,023 -18,785	-16%	-$991K	2.16%	14
2025 Q4	$6.41M	Buy	120,808 +17,856	+17%	+$948K	2.6%	11
2025 Q3	$5.49M	Buy	102,952 +12,812	+14%	+$678K	2.33%	12
2025 Q2	$4.75M	Buy	90,140 +20,112	+29%	+$1.05M	2.37%	9
2025 Q1	$3.67M	Buy	70,028 +3,261	+5%	+$171K	2%	10
2024 Q4	$3.47M	Buy	66,767 +4,536	+7%	+$239K	1.83%	11
2024 Q3	$3.33M	Buy	62,231 +19,814	+47%	+$1.05M	1.78%	10
2024 Q2	$2.21M	Buy	42,417 +4,657	+12%	+$242K	1.29%	17
2024 Q1	$1.98M	Buy	+37,760	New	+$1.97M	1.24%	17

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

Shared Vision Wealth Group's BINC Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its BlackRock Flexible Income ETF (BINC) stake by 28% in Q2 2026, selling an estimated $1.49M and leaving 73,521 shares worth $3.85M. The position accounts for 1.32% of the portfolio, ranked #17.

Shared Vision Wealth Group first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.41M in Q4 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Shared Vision Wealth Group held 73,521 shares of BlackRock Flexible Income ETF worth $3.85M as of Q2 2026.
Shared Vision Wealth Group sold 28,502 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $1.49M.
BlackRock Flexible Income ETF made up 1.32% of Shared Vision Wealth Group's portfolio in Q2 2026, its #17 holding.
Shared Vision Wealth Group first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
Shared Vision Wealth Group's BlackRock Flexible Income ETF position peaked at $6.41M in Q4 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.