Shepherd Financial Partners’s BlackRock Flexible Income ETF BINC Stock Holding History

Shepherd Financial Partners’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	$3.09M	Buy	59,011 +40,401	+217%	+$2.11M	0.25%	66
2026 Q1	$966K	Sell	18,610 -84,079	-82%	-$4.43M	0.09%	115
2025 Q4	$5.42M	Buy	102,689 +2,299	+2%	+$122K	0.5%	41
2025 Q3	$5.34M	Sell	100,390 -88,691	-47%	-$4.69M	0.51%	44
2025 Q2	$9.99M	Buy	189,081 +18,408	+11%	+$959K	1.06%	27
2025 Q1	$8.94M	Buy	+170,673	New	+$8.94M	1.05%	26

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

Shepherd Financial Partners's BINC Position: Q2 2026 in Review

Shepherd Financial Partners increased its BlackRock Flexible Income ETF (BINC) stake by 217% in Q2 2026, buying an estimated $2.11M and bringing the position to 59,011 shares worth $3.09M. The position accounts for 0.25% of the portfolio, ranked #66.

Shepherd Financial Partners first reported a position in BINC in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.99M in Q2 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Shepherd Financial Partners held 59,011 shares of BlackRock Flexible Income ETF worth $3.09M as of Q2 2026.
Shepherd Financial Partners bought 40,401 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $2.11M.
BlackRock Flexible Income ETF made up 0.25% of Shepherd Financial Partners's portfolio in Q2 2026, its #66 holding.
Shepherd Financial Partners first reported a position in BlackRock Flexible Income ETF in Q1 2025 and has held it in 6 quarters since.
Shepherd Financial Partners's BlackRock Flexible Income ETF position peaked at $9.99M in Q2 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.