SWM
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Sherman Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Sherman Wealth Management’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 		$1.71M Sell
32,660
-1,313
-4% -$68.6K 1.29% 23
2026
Q1 		$1.76M Buy
33,973
+11,879
+54% +$626K 1.52% 17
2025
Q4 		$1.17M Buy
+22,094
New +$1.17M 1.01% 26

Other funds holding BINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sherman Wealth Management's BINC Position: Q2 2026 in Review

Sherman Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 3.9% in Q2 2026, selling an estimated $68.6K and leaving 32,660 shares worth $1.71M. The position accounts for 1.29% of the portfolio, ranked #23.

Sherman Wealth Management first reported a position in BINC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q1 2026. 560 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Sherman Wealth Management held 32,660 shares of BlackRock Flexible Income ETF worth $1.71M as of Q2 2026.
  • Sherman Wealth Management sold 1,313 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $68.6K.
  • BlackRock Flexible Income ETF made up 1.29% of Sherman Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Sherman Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's BlackRock Flexible Income ETF position peaked at $1.76M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

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