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Mark Sheptoff Financial Planning’s BlackRock Flexible Income ETF BINC Stock Holding History

Mark Sheptoff Financial 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 		$20.9K Hold
400
– – 0.01% 283
2026
Q1 		$20.8K Buy
400
+200
+100% +$10.5K 0.01% 270
2025
Q4 		$10.6K Hold
200
– – 0.01% 347
2025
Q3 		$10.6K Buy
+200
New +$10.6K 0.01% 339

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

Mark Sheptoff Financial Planning's BINC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its BlackRock Flexible Income ETF (BINC) position steady in Q2 2026 at 400 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #283.

Mark Sheptoff Financial Planning first reported a position in BINC in Q3 2025 and has held it in 4 quarters since. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Mark Sheptoff Financial Planning held 400 shares of BlackRock Flexible Income ETF worth $20.9K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its BlackRock Flexible Income ETF share count unchanged in Q2 2026.
  • BlackRock Flexible Income ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #283 holding.
  • Mark Sheptoff Financial Planning first reported a position in BlackRock Flexible Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.