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

Beacon Financial Advisory’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 Q3	$1.01M	Sell	19,943 -1,827	-8%	-$94.6K	0.19%	134
2026 Q2	$1.14M	Sell	21,770 -172	-0.8%	-$8.98K	0.22%	122
2026 Q1	$1.14M	Buy	21,942 +2,623	+14%	+$138K	0.26%	99
2025 Q4	$1.02M	Buy	19,319 +1,161	+6%	+$61.6K	0.24%	111
2025 Q3	$967K	Buy	18,158 +5,071	+39%	+$268K	0.22%	120
2025 Q2	$692K	Buy	13,087 +2,826	+28%	+$147K	0.18%	150
2025 Q1	$537K	Buy	10,261 +2,162	+27%	+$113K	0.16%	158
2024 Q4	$421K	Buy	8,099 +2,180	+37%	+$115K	0.14%	183
2024 Q3	$317K	Buy	5,919 +1,889	+47%	+$100K	0.11%	209
2024 Q2	$210K	Buy	+4,030	New	+$210K	0.08%	264

Other funds holding BINC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Beacon Financial Advisory's BINC Position: Q3 2026 in Review

Beacon Financial Advisory reduced its BlackRock Flexible Income ETF (BINC) stake by 8.4% in Q3 2026, selling an estimated $94.6K and leaving 19,943 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #134.

Beacon Financial Advisory first reported a position in BINC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q2 2026. 583 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

Beacon Financial Advisory held 19,943 shares of BlackRock Flexible Income ETF worth $1.01M as of Q3 2026.
Beacon Financial Advisory sold 1,827 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $94.6K.
BlackRock Flexible Income ETF made up 0.19% of Beacon Financial Advisory's portfolio in Q3 2026, its #134 holding.
Beacon Financial Advisory first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 10 quarters since.
Beacon Financial Advisory's BlackRock Flexible Income ETF position peaked at $1.14M in Q2 2026.
583 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.