United Capital Financial Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

United Capital Financial Advisors’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	$24.5M	Sell	467,672 -416,337	-47%	-$21.7M	0.13%	138
2026 Q1	$45.9M	Sell	884,009 -111,466	-11%	-$5.88M	0.28%	69
2025 Q4	$52.5M	Buy	995,475 +58,381	+6%	+$3.1M	0.32%	61
2025 Q3	$49.9M	Buy	937,094 +108,135	+13%	+$5.72M	0.36%	59
2025 Q2	$43.8M	Buy	828,959 +14,374	+2%	+$749K	0.35%	62
2025 Q1	$42.7M	Sell	814,585 -11,569	-1%	-$606K	0.37%	56
2024 Q4	$43M	Sell	826,154 -13,667	-2%	-$720K	0.36%	61
2024 Q3	$45M	Buy	839,821 +256,247	+44%	+$13.6M	0.37%	59
2024 Q2	$30.5M	Sell	583,574 -4,306	-0.7%	-$224K	0.26%	79
2024 Q1	$30.8M	Buy	+587,880	New	+$30.7M	0.25%	90

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

United Capital Financial Advisors's BINC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 47% in Q2 2026, selling an estimated $21.7M and leaving 467,672 shares worth $24.5M. The position accounts for 0.13% of the portfolio, ranked #138.

United Capital Financial Advisors first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $52.5M in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

United Capital Financial Advisors held 467,672 shares of BlackRock Flexible Income ETF worth $24.5M as of Q2 2026.
United Capital Financial Advisors sold 416,337 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $21.7M.
BlackRock Flexible Income ETF made up 0.13% of United Capital Financial Advisors's portfolio in Q2 2026, its #138 holding.
United Capital Financial Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
United Capital Financial Advisors's BlackRock Flexible Income ETF position peaked at $52.5M in Q4 2025.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.