BFC Planning, Inc.’s Build Bond Innovation ETF BFIX Stock Holding History

BFC Planning, Inc.’s Portfolio BFIX Stock Details BFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31K	Hold	52	–	–	﹤0.01%	3090
2026 Q1	$1.31K	Buy	52 +1	+2%	+$25	﹤0.01%	2694
2025 Q4	$1.3K	Hold	51	–	–	﹤0.01%	2741
2025 Q3	$1.29K	Buy	51 +1	+2%	+$25	﹤0.01%	2581
2025 Q2	$1.27K	Buy	+50	New	+$1.26K	﹤0.01%	2400

Other funds holding BFIX

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s BFIX Position: Q2 2026 in Review

BFC Planning, Inc. held its Build Bond Innovation ETF (BFIX) position steady in Q2 2026 at 52 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3090.

BFC Planning, Inc. first reported a position in BFIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.31K in Q1 2026. 9 funds tracked by Wall St. Rank hold BFIX as of Q2 2026.

BFC Planning, Inc. held 52 shares of Build Bond Innovation ETF worth $1.31K as of Q2 2026.
BFC Planning, Inc. left its Build Bond Innovation ETF share count unchanged in Q2 2026.
Build Bond Innovation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3090 holding.
BFC Planning, Inc. first reported a position in Build Bond Innovation ETF in Q2 2025 and has held it in 5 quarters since.
BFC Planning, Inc.'s Build Bond Innovation ETF position peaked at $1.31K in Q1 2026.
9 funds tracked by Wall St. Rank held Build Bond Innovation ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.