COMPASS FINANCIAL MANAGEMENT LLC’s BlackRock Flexible Income ETF BINC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$24K	Buy	+459	New	+$24K	﹤0.01%	855

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BINC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BlackRock Flexible Income ETF (BINC) in Q2 2026: 459 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings.

676 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 459 shares of BlackRock Flexible Income ETF worth $24K as of Q2 2026.
BlackRock Flexible Income ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
BlackRock Flexible Income ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #855 holding.
676 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.