BINC β€” ISHARES FLEXIBLE INCME ACTIVE ETF

Ownership history in Claris Financial LLC  Β·  2 quarters on record

AI Ownership Summary

Claris Financial LLC reported ISHARES FLEXIBLE INCME ACTIVE ETF (BINC) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows BINC at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BINC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Claris Financial LLC's position in ISHARES FLEXIBLE INCME ACTIVE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BINC was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Claris Financial LLC held BINC β€” position size vs. price
% of Fund (quarterly)    BINC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,220 -7,165 -62.9% 0.13% $225K 2026-04-07 $51.92
2025 Q4 INITIATED 11,385 β€” β€” 0.32% $601K 2026-02-19 $52.74

FAQ About Claris Financial LLC and BINC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Claris Financial LLC reported owning BINC?

Claris Financial LLC reported BINC across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BINC position in Claris Financial LLC's portfolio?

The largest reported portfolio weight for BINC was 0.32% in 2025 Q4.

What is the latest reported BINC position on this page?

The most recent filing on this page is 2026 Q1, when Claris Financial LLC reported 4,220 shares, equal to 0.13% of portfolio, with an estimated market value of $225K.

What does the chart on this BINC ownership page compare?

The chart compares Claris Financial LLC's quarterly BINC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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