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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's BINC Position: Q1 2026 in Review

SHP Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 4.7% in Q1 2026, selling an estimated $9.18K and leaving 3,557 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #283.

SHP Wealth Management first reported a position in BINC in Q4 2025 and has held it in 2 quarters since. The position peaked at $197K in Q4 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

  • SHP Wealth Management held 3,557 shares of BlackRock Flexible Income ETF worth $185K as of Q1 2026.
  • SHP Wealth Management sold 174 BlackRock Flexible Income ETF shares in Q1 2026, an estimated $9.18K.
  • BlackRock Flexible Income ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #283 holding.
  • SHP Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's BlackRock Flexible Income ETF position peaked at $197K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.