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Waverly Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Waverly 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 		$22M Buy
419,563
+31,164
+8% +$1.63M 0.13% 160
2026
Q1 		$20.2M Buy
388,399
+67,814
+21% +$3.58M 0.15% 139
2025
Q4 		$16.9M Buy
320,585
+166,148
+108% +$8.82M 0.14% 145
2025
Q3 		$8.22M Buy
154,437
+26,609
+21% +$1.41M 0.08% 232
2025
Q2 		$6.75M Buy
127,828
+6,203
+5% +$323K 0.07% 247
2025
Q1 		$6.37M Buy
121,625
+14,810
+14% +$776K 0.08% 243
2024
Q4 		$5.56M Buy
106,815
+33,721
+46% +$1.78M 0.09% 202
2024
Q3 		$3.91M Buy
73,094
+61,984
+558% +$3.28M 0.07% 223
2024
Q2 		$580K Buy
+11,110
New +$578K 0.01% 543

Other funds holding BINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waverly Advisors's BINC Position: Q2 2026 in Review

Waverly Advisors increased its BlackRock Flexible Income ETF (BINC) stake by 8% in Q2 2026, buying an estimated $1.63M and bringing the position to 419,563 shares worth $22M. The position accounts for 0.13% of the portfolio, ranked #160.

Waverly Advisors first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Waverly Advisors held 419,563 shares of BlackRock Flexible Income ETF worth $22M as of Q2 2026.
  • Waverly Advisors bought 31,164 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $1.63M.
  • BlackRock Flexible Income ETF made up 0.13% of Waverly Advisors's portfolio in Q2 2026, its #160 holding.
  • Waverly Advisors first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.