HP
BINC icon

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

Holistic 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
Q2 		$426K Sell
8,136
-14,880
-65% -$777K 0.07% 230
2026
Q1 		$1.2M Buy
23,016
+6,257
+37% +$330K 0.24% 89
2025
Q4 		$884K Buy
+16,759
New +$889K 0.19% 103

Other funds holding BINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Holistic Planning's BINC Position: Q2 2026 in Review

Holistic Planning reduced its BlackRock Flexible Income ETF (BINC) stake by 65% in Q2 2026, selling an estimated $777K and leaving 8,136 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #230.

Holistic Planning first reported a position in BINC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Holistic Planning held 8,136 shares of BlackRock Flexible Income ETF worth $426K as of Q2 2026.
  • Holistic Planning sold 14,880 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $777K.
  • BlackRock Flexible Income ETF made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #230 holding.
  • Holistic Planning first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's BlackRock Flexible Income ETF position peaked at $1.2M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.