Optivise Advisory Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Optivise Advisory Services’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	$2.01M	Sell	39,567 -3,715	-9%	-$192K	0.99%	27
2026 Q2	$2.27M	Sell	43,282 -7,602	-15%	-$397K	1.15%	16
2026 Q1	$2.64M	Sell	50,884 -5,554	-10%	-$293K	1.6%	11
2025 Q4	$2.98M	Buy	56,438 +8,751	+18%	+$464K	1.72%	11
2025 Q3	$2.54M	Buy	47,687 +12,788	+37%	+$677K	1.51%	12
2025 Q2	$1.84M	Buy	34,899 +7,366	+27%	+$384K	0.94%	24
2025 Q1	$1.44M	Buy	27,533 +12,126	+79%	+$635K	0.81%	29
2024 Q4	$801K	Buy	+15,407	New	+$811K	0.43%	65

Other funds holding BINC

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Optivise Advisory Services's BINC Position: Q3 2026 in Review

Optivise Advisory Services reduced its BlackRock Flexible Income ETF (BINC) stake by 8.6% in Q3 2026, selling an estimated $192K and leaving 39,567 shares worth $2.01M. The position accounts for 0.99% of the portfolio, ranked #27.

Optivise Advisory Services first reported a position in BINC in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.98M in Q4 2025. 299 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

Optivise Advisory Services held 39,567 shares of BlackRock Flexible Income ETF worth $2.01M as of Q3 2026.
Optivise Advisory Services sold 3,715 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $192K.
BlackRock Flexible Income ETF made up 0.99% of Optivise Advisory Services's portfolio in Q3 2026, its #27 holding.
Optivise Advisory Services first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 8 quarters since.
Optivise Advisory Services's BlackRock Flexible Income ETF position peaked at $2.98M in Q4 2025.
299 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.