Worth Financial Advisory Group’s BlackRock Flexible Income ETF BINC Stock Holding History

Worth Financial Advisory 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	$2.12M	Buy	+40,493	New	+$2.12M	0.88%	28
2026 Q1	–	Sell	-20,289	Closed	-$1.07M	–	59
2025 Q4	$1.07M	Buy	+20,289	New	+$1.08M	0.52%	47
2025 Q2	–	Sell	-10,728	Closed	-$562K	–	151
2025 Q1	$562K	Buy	10,728 +3,511	+49%	+$184K	0.36%	70
2024 Q4	$375K	Buy	7,217 +2,310	+47%	+$122K	0.23%	95
2024 Q3	$263K	Buy	+4,907	New	+$260K	0.15%	142

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

Worth Financial Advisory Group's BINC Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in BlackRock Flexible Income ETF (BINC) in Q2 2026: 40,493 shares worth $2.12M. The stake represents 0.88% of the portfolio and ranks #28 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in BINC as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in BINC in Q3 2024 and has held it in 5 quarters since. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Worth Financial Advisory Group held 40,493 shares of BlackRock Flexible Income ETF worth $2.12M as of Q2 2026.
BlackRock Flexible Income ETF was a new Worth Financial Advisory Group position in Q2 2026.
BlackRock Flexible Income ETF made up 0.88% of Worth Financial Advisory Group's portfolio in Q2 2026, its #28 holding.
Worth Financial Advisory Group first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 5 quarters since.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.