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

LifePlan Investment 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	$691K	Sell	13,197 -4,993	-27%	-$261K	0.24%	84
2026 Q1	$945K	Sell	18,190 -4,407	-20%	-$232K	0.37%	71
2025 Q4	$1.19M	Buy	22,597 +1,569	+7%	+$83.3K	0.49%	54
2025 Q3	$1.12M	Buy	21,028 +2,286	+12%	+$121K	0.47%	54
2025 Q2	$990K	Buy	18,742 +2,768	+17%	+$144K	0.49%	55
2025 Q1	$837K	Buy	15,974 +3,187	+25%	+$167K	0.48%	54
2024 Q4	$665K	Buy	12,787 +2,550	+25%	+$134K	0.41%	55
2024 Q3	$548K	Buy	10,237 +3,035	+42%	+$161K	0.35%	54
2024 Q2	$376K	Buy	7,202 +564	+8%	+$29.4K	0.27%	62
2024 Q1	$348K	Buy	+6,638	New	+$347K	0.28%	59

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

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

LifePlan Investment Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 27% in Q2 2026, selling an estimated $261K and leaving 13,197 shares worth $691K. The position accounts for 0.24% of the portfolio, ranked #84.

LifePlan Investment Advisors first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

LifePlan Investment Advisors held 13,197 shares of BlackRock Flexible Income ETF worth $691K as of Q2 2026.
LifePlan Investment Advisors sold 4,993 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $261K.
BlackRock Flexible Income ETF made up 0.24% of LifePlan Investment Advisors's portfolio in Q2 2026, its #84 holding.
LifePlan Investment Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
LifePlan Investment Advisors's BlackRock Flexible Income ETF position peaked at $1.19M in Q4 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.