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

Wells 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	$91.5K	Sell	1,749 -4,570	-72%	-$239K	0.85%	23
2026 Q1	$328K	Sell	6,319 -7,260	-53%	-$383K	1.49%	22
2025 Q4	$717K	Sell	13,579 -21,811	-62%	-$1.16M	1.36%	19
2025 Q3	$1.88M	Buy	35,390 +14,560	+70%	+$770K	2.52%	14
2025 Q2	$1.1M	Sell	20,830 -4,158	-17%	-$217K	1.51%	19
2025 Q1	$1.31M	Buy	24,988 +10,361	+71%	+$543K	1.8%	17
2024 Q4	$761K	Buy	14,627 +2,580	+21%	+$136K	1.04%	26
2024 Q3	$645K	Sell	12,047 -64,597	-84%	-$3.42M	0.87%	26
2024 Q2	$4M	Sell	76,644 -740	-1%	-$38.5K	2.63%	15
2024 Q1	$4.06M	Buy	+77,384	New	+$4.04M	2.77%	15

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

Wells Financial Advisors's BINC Position: Q2 2026 in Review

Wells Financial Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 72% in Q2 2026, selling an estimated $239K and leaving 1,749 shares worth $91.5K. The position accounts for 0.85% of the portfolio, ranked #23.

Wells Financial Advisors first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.06M in Q1 2024. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Wells Financial Advisors held 1,749 shares of BlackRock Flexible Income ETF worth $91.5K as of Q2 2026.
Wells Financial Advisors sold 4,570 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $239K.
BlackRock Flexible Income ETF made up 0.85% of Wells Financial Advisors's portfolio in Q2 2026, its #23 holding.
Wells Financial Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
Wells Financial Advisors's BlackRock Flexible Income ETF position peaked at $4.06M in Q1 2024.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.