SWP Financial’s BlackRock Flexible Income ETF BINC Stock Holding History

SWP Financial’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	$2.56M	Sell	48,932 -13,408	-22%	-$700K	1.18%	28
2026 Q1	$3.24M	Sell	62,340 -16,133	-21%	-$851K	1.65%	20
2025 Q4	$4.14M	Buy	78,473 +2,325	+3%	+$123K	2.08%	14
2025 Q3	$4.05M	Buy	76,148 +3,433	+5%	+$182K	2.06%	15
2025 Q2	$3.84M	Buy	72,715 +1,302	+2%	+$67.8K	2.11%	14
2025 Q1	$3.74M	Buy	71,413 +2,900	+4%	+$152K	2.29%	10
2024 Q4	$3.56M	Buy	+68,513	New	+$3.61M	2.15%	12

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

SWP Financial's BINC Position: Q2 2026 in Review

SWP Financial reduced its BlackRock Flexible Income ETF (BINC) stake by 22% in Q2 2026, selling an estimated $700K and leaving 48,932 shares worth $2.56M. The position accounts for 1.18% of the portfolio, ranked #28.

SWP Financial first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.14M in Q4 2025. 779 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

SWP Financial held 48,932 shares of BlackRock Flexible Income ETF worth $2.56M as of Q2 2026.
SWP Financial sold 13,408 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $700K.
BlackRock Flexible Income ETF made up 1.18% of SWP Financial's portfolio in Q2 2026, its #28 holding.
SWP Financial first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
SWP Financial's BlackRock Flexible Income ETF position peaked at $4.14M in Q4 2025.
779 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.