Waterfront Wealth’s BlackRock Flexible Income ETF BINC Stock Holding History

Waterfront Wealth’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	$904K	Buy	17,333 +1,297	+8%	+$67.7K	0.14%	176
2026 Q1	$833K	Sell	16,036 -1,031	-6%	-$54.4K	0.15%	172
2025 Q4	$905K	Buy	17,067 +490	+3%	+$26K	0.17%	160
2025 Q3	$884K	Buy	16,577 +1,677	+11%	+$88.7K	0.18%	153
2025 Q2	$787K	Sell	14,900 -189	-1%	-$9.84K	0.18%	160
2025 Q1	$790K	Buy	15,089 +2,843	+23%	+$149K	0.19%	155
2024 Q4	$637K	Buy	12,246 +123	+1%	+$6.48K	0.16%	168
2024 Q3	$639K	Buy	+12,123	New	+$641K	0.16%	171

Other funds holding BINC

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waterfront Wealth's BINC Position: Q2 2026 in Review

Waterfront Wealth increased its BlackRock Flexible Income ETF (BINC) stake by 8.1% in Q2 2026, buying an estimated $67.7K and bringing the position to 17,333 shares worth $904K. The position accounts for 0.14% of the portfolio, ranked #176.

Waterfront Wealth first reported a position in BINC in Q3 2024 and has held it in 8 quarters since. The position peaked at $905K in Q4 2025. 364 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Waterfront Wealth held 17,333 shares of BlackRock Flexible Income ETF worth $904K as of Q2 2026.
Waterfront Wealth bought 1,297 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $67.7K.
BlackRock Flexible Income ETF made up 0.14% of Waterfront Wealth's portfolio in Q2 2026, its #176 holding.
Waterfront Wealth first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 8 quarters since.
Waterfront Wealth's BlackRock Flexible Income ETF position peaked at $905K in Q4 2025.
364 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.