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

Cassilly Financial 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
Q3 		$1.18M Sell
23,148
-768
-3% -$39.8K 0.79% 29
2026
Q2 		$1.25M Sell
23,916
-18,260
-43% -$954K 0.91% 25
2026
Q1 		$2.19M Buy
42,176
+1,041
+3% +$54.9K 1.9% 17
2025
Q4 		$2.17M Buy
+41,135
New +$2.18M 1.92% 17

Other funds holding BINC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Cassilly Financial Group's BINC Position: Q3 2026 in Review

Cassilly Financial Group reduced its BlackRock Flexible Income ETF (BINC) stake by 3.2% in Q3 2026, selling an estimated $39.8K and leaving 23,148 shares worth $1.18M. The position accounts for 0.79% of the portfolio, ranked #29.

Cassilly Financial Group first reported a position in BINC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.19M in Q1 2026. 25 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

  • Cassilly Financial Group held 23,148 shares of BlackRock Flexible Income ETF worth $1.18M as of Q3 2026.
  • Cassilly Financial Group sold 768 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $39.8K.
  • BlackRock Flexible Income ETF made up 0.79% of Cassilly Financial Group's portfolio in Q3 2026, its #29 holding.
  • Cassilly Financial Group first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's BlackRock Flexible Income ETF position peaked at $2.19M in Q1 2026.
  • 25 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.