Cypress Wealth Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Cypress Wealth Services’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	$1.64M	Sell	32,305 -2,554	-7%	-$132K	0.19%	86
2026 Q2	$1.82M	Sell	34,859 -24,222	-41%	-$1.27M	0.22%	80
2026 Q1	$3.07M	Sell	59,081 -7,669	-11%	-$404K	0.43%	54
2025 Q4	$3.52M	Buy	66,750 +9,498	+17%	+$504K	0.49%	45
2025 Q3	$3.05M	Buy	57,252 +2,650	+5%	+$140K	0.5%	44
2025 Q2	$2.89M	Buy	54,602 +1,955	+4%	+$102K	0.52%	42
2025 Q1	$2.76M	Buy	52,647 +433	+0.8%	+$22.7K	0.56%	40
2024 Q4	$2.72M	Buy	52,214 +6,491	+14%	+$342K	0.55%	41
2024 Q3	$2.45M	Buy	45,723 +6,963	+18%	+$368K	0.51%	45
2024 Q2	$2.02M	Buy	38,760 +3,562	+10%	+$185K	0.45%	52
2024 Q1	$1.85M	Buy	+35,198	New	+$1.84M	0.43%	54

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

Cypress Wealth Services's BINC Position: Q3 2026 in Review

Cypress Wealth Services reduced its BlackRock Flexible Income ETF (BINC) stake by 7.3% in Q3 2026, selling an estimated $132K and leaving 32,305 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #86.

Cypress Wealth Services first reported a position in BINC in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.52M in Q4 2025. 575 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

Cypress Wealth Services held 32,305 shares of BlackRock Flexible Income ETF worth $1.64M as of Q3 2026.
Cypress Wealth Services sold 2,554 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $132K.
BlackRock Flexible Income ETF made up 0.19% of Cypress Wealth Services's portfolio in Q3 2026, its #86 holding.
Cypress Wealth Services first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 11 quarters since.
Cypress Wealth Services's BlackRock Flexible Income ETF position peaked at $3.52M in Q4 2025.
575 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.