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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shared Vision Wealth Group's BINC Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its BlackRock Flexible Income ETF (BINC) stake by 16% in Q1 2026, selling an estimated $991K and leaving 102,023 shares worth $5.3M. The position accounts for 2.16% of the portfolio, ranked #14.

Shared Vision Wealth Group first reported a position in BINC in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.41M in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

Shared Vision Wealth Group held 102,023 shares of BlackRock Flexible Income ETF worth $5.3M as of Q1 2026.
Shared Vision Wealth Group sold 18,785 BlackRock Flexible Income ETF shares in Q1 2026, an estimated $991K.
BlackRock Flexible Income ETF made up 2.16% of Shared Vision Wealth Group's portfolio in Q1 2026, its #14 holding.
Shared Vision Wealth Group first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 9 quarters since.
Shared Vision Wealth Group's BlackRock Flexible Income ETF position peaked at $6.41M in Q4 2025.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.