Wharton Business Group’s BlackRock Flexible Income ETF BINC Stock Holding History

Wharton Business Group’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	$161M	Buy	3,067,790 +475,305	+18%	+$24.8M	5.37%	5
2026 Q1	$135M	Buy	2,592,485 +273,190	+12%	+$14.4M	5.09%	6
2025 Q4	$122M	Buy	2,319,295 +498,275	+27%	+$26.4M	4.65%	7
2025 Q3	$97M	Buy	1,821,020 +237,885	+15%	+$12.6M	4.24%	7
2025 Q2	$83.7M	Buy	1,583,135 +32,770	+2%	+$1.71M	3.53%	8
2025 Q1	$81.2M	Buy	1,550,365 +327,600	+27%	+$17.2M	3.67%	8
2024 Q4	$63.6M	Buy	1,222,765 +61,390	+5%	+$3.23M	2.87%	12
2024 Q3	$62.2M	Buy	1,161,375 +249,060	+27%	+$13.2M	2.79%	12
2024 Q2	$47.6M	Buy	912,315 +21,720	+2%	+$1.13M	2.46%	12
2024 Q1	$46.7M	Buy	890,595 +292,590	+49%	+$15.3M	2.25%	13
2023 Q4	$31.3M	Buy	598,005 +4,155	+0.7%	+$211K	1.57%	17
2023 Q3	$30M	Buy	+593,850	New	+$30.1M	1.66%	17

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

Wharton Business Group's BINC Position: Q2 2026 in Review

Wharton Business Group increased its BlackRock Flexible Income ETF (BINC) stake by 18% in Q2 2026, buying an estimated $24.8M and bringing the position to 3,067,790 shares worth $161M. The position accounts for 5.37% of the portfolio, ranked #5.

Wharton Business Group first reported a position in BINC in Q3 2023 and has held it in 12 quarters since. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Wharton Business Group held 3,067,790 shares of BlackRock Flexible Income ETF worth $161M as of Q2 2026.
Wharton Business Group bought 475,305 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $24.8M.
BlackRock Flexible Income ETF made up 5.37% of Wharton Business Group's portfolio in Q2 2026, its #5 holding.
Wharton Business Group first reported a position in BlackRock Flexible Income ETF in Q3 2023 and has held it in 12 quarters since.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.