Investment Planning Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Investment Planning Advisors’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	$685K	Sell	13,080 -5,422	-29%	-$283K	0.16%	57
2026 Q1	$961K	Sell	18,502 -209,887	-92%	-$11.1M	0.26%	41
2025 Q4	$12.1M	Buy	228,389 +10,582	+5%	+$562K	3.51%	11
2025 Q3	$11.6M	Buy	217,807 +17,675	+9%	+$935K	3.65%	10
2025 Q2	$10.6M	Buy	200,132 +23,698	+13%	+$1.23M	3.74%	10
2025 Q1	$9.24M	Buy	176,434 +334	+0.2%	+$17.5K	3.76%	10
2024 Q4	$9.16M	Buy	176,100 +56,970	+48%	+$3M	4%	10
2024 Q3	$6.22M	Hold	119,130	–	–	3.17%	12
2024 Q2	$6.22M	Buy	+119,130	New	+$6.2M	3.17%	12

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Investment Planning Advisors's BINC Position: Q2 2026 in Review

Investment Planning Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 29% in Q2 2026, selling an estimated $283K and leaving 13,080 shares worth $685K. The position accounts for 0.16% of the portfolio, ranked #57.

Investment Planning Advisors first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q4 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Investment Planning Advisors held 13,080 shares of BlackRock Flexible Income ETF worth $685K as of Q2 2026.
Investment Planning Advisors sold 5,422 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $283K.
BlackRock Flexible Income ETF made up 0.16% of Investment Planning Advisors's portfolio in Q2 2026, its #57 holding.
Investment Planning Advisors first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's BlackRock Flexible Income ETF position peaked at $12.1M in Q4 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.