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

SHP 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 		$189K Buy
3,605
+48
+1% +$2.51K 0.01% 309
2026
Q1 		$185K Sell
3,557
-174
-5% -$9.18K 0.01% 283
2025
Q4 		$197K Buy
+3,731
New +$198K 0.02% 258

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 22.9% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SHP Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 1.3% in Q2 2026, buying an estimated $2.51K and bringing the position to 3,605 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #309.

SHP Wealth Management first reported a position in BINC in Q4 2025 and has held it in 3 quarters since. The position peaked at $197K in Q4 2025. 779 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • SHP Wealth Management held 3,605 shares of BlackRock Flexible Income ETF worth $189K as of Q2 2026.
  • SHP Wealth Management bought 48 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $2.51K.
  • BlackRock Flexible Income ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #309 holding.
  • SHP Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's BlackRock Flexible Income ETF position peaked at $197K in Q4 2025.
  • 779 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.