Creative Planning’s BlackRock Flexible Income ETF BINC Stock Holding History

Creative 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 Q1	$2.25M	Buy	43,423 +9,916	+30%	+$523K	﹤0.01%	1805
2025 Q4	$1.77M	Buy	33,507 +1,476	+5%	+$78.3K	﹤0.01%	1823
2025 Q3	$1.71M	Buy	32,031 +4,579	+17%	+$242K	﹤0.01%	1665
2025 Q2	$1.45M	Sell	27,452 -5,405	-16%	-$281K	﹤0.01%	1562
2025 Q1	$1.72M	Buy	32,857 +16,040	+95%	+$840K	﹤0.01%	1287
2024 Q4	$875K	Buy	16,817 +12,127	+259%	+$639K	﹤0.01%	1741
2024 Q3	$251K	Buy	+4,690	New	+$248K	﹤0.01%	2673

Other funds holding BINC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's BINC Position: Q1 2026 in Review

Creative Planning increased its BlackRock Flexible Income ETF (BINC) stake by 30% in Q1 2026, buying an estimated $523K and bringing the position to 43,423 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Creative Planning first reported a position in BINC in Q3 2024 and has held it in 7 quarters since. 774 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

Creative Planning held 43,423 shares of BlackRock Flexible Income ETF worth $2.25M as of Q1 2026.
Creative Planning bought 9,916 BlackRock Flexible Income ETF shares in Q1 2026, an estimated $523K.
BlackRock Flexible Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1805 holding.
Creative Planning first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 7 quarters since.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.