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

Beacon Financial Planning’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	$2.92M	Buy	55,828 +409	+0.7%	+$21.4K	0.99%	24
2026 Q1	$2.88M	Buy	55,419 +25,203	+83%	+$1.33M	1.11%	22
2025 Q4	$1.59M	Buy	30,216 +6,271	+26%	+$333K	0.77%	24
2025 Q3	$1.27M	Buy	23,945 +298	+1%	+$15.8K	0.66%	27
2025 Q2	$1.25M	Sell	23,647 -2,533	-10%	-$132K	0.7%	25
2025 Q1	$1.37M	Buy	26,180 +10,639	+68%	+$557K	0.79%	22
2024 Q4	$808K	Buy	+15,541	New	+$819K	0.47%	32

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

Beacon Financial Planning's BINC Position: Q2 2026 in Review

Beacon Financial Planning increased its BlackRock Flexible Income ETF (BINC) stake by 0.74% in Q2 2026, buying an estimated $21.4K and bringing the position to 55,828 shares worth $2.92M. The position accounts for 0.99% of the portfolio, ranked #24.

Beacon Financial Planning first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Beacon Financial Planning held 55,828 shares of BlackRock Flexible Income ETF worth $2.92M as of Q2 2026.
Beacon Financial Planning bought 409 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $21.4K.
BlackRock Flexible Income ETF made up 0.99% of Beacon Financial Planning's portfolio in Q2 2026, its #24 holding.
Beacon Financial Planning first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.