MAM
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Milestone Asset Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Milestone Asset Management’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
Q3 		$5.71M Sell
112,417
-20,101
-15% -$1.04M 0.9% 29
2026
Q2 		$6.94M Buy
+132,518
New +$6.92M 1.09% 19

Other funds holding BINC

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Milestone Asset Management's BINC Position: Q3 2026 in Review

Milestone Asset Management reduced its BlackRock Flexible Income ETF (BINC) stake by 15% in Q3 2026, selling an estimated $1.04M and leaving 112,417 shares worth $5.71M. The position accounts for 0.9% of the portfolio, ranked #29.

Milestone Asset Management first reported a position in BINC in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.94M in Q2 2026. 126 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

  • Milestone Asset Management held 112,417 shares of BlackRock Flexible Income ETF worth $5.71M as of Q3 2026.
  • Milestone Asset Management sold 20,101 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $1.04M.
  • BlackRock Flexible Income ETF made up 0.9% of Milestone Asset Management's portfolio in Q3 2026, its #29 holding.
  • Milestone Asset Management first reported a position in BlackRock Flexible Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Milestone Asset Management's BlackRock Flexible Income ETF position peaked at $6.94M in Q2 2026.
  • 126 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.