Synergy Investment Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Synergy Investment 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	$4.43M	Buy	84,604 +11,012	+15%	+$575K	1.07%	23
2026 Q1	$3.82M	Sell	73,592 -25,054	-25%	-$1.32M	1.25%	22
2025 Q4	$5.21M	Buy	98,646 +12,741	+15%	+$676K	1.84%	14
2025 Q3	$4.57M	Buy	+85,905	New	+$4.54M	1.75%	15
2025 Q2	–	Sell	-66,139	Closed	-$3.46M	–	122
2025 Q1	$3.46M	Buy	66,139 +10,855	+20%	+$569K	1.45%	15
2024 Q4	$2.88M	Buy	+55,284	New	+$2.91M	1.24%	19

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

Synergy Investment Management's BINC Position: Q2 2026 in Review

Synergy Investment Management increased its BlackRock Flexible Income ETF (BINC) stake by 15% in Q2 2026, buying an estimated $575K and bringing the position to 84,604 shares worth $4.43M. The position accounts for 1.07% of the portfolio, ranked #23.

Synergy Investment Management first reported a position in BINC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.21M in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Synergy Investment Management held 84,604 shares of BlackRock Flexible Income ETF worth $4.43M as of Q2 2026.
Synergy Investment Management bought 11,012 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $575K.
BlackRock Flexible Income ETF made up 1.07% of Synergy Investment Management's portfolio in Q2 2026, its #23 holding.
Synergy Investment Management first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 6 quarters since.
Synergy Investment Management's BlackRock Flexible Income ETF position peaked at $5.21M in Q4 2025.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.