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PDS Planning’s BlackRock Flexible Income ETF BINC Stock Holding History

PDS 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 		$711K Buy
13,581
+2,879
+27% +$150K 0.04% 223
2026
Q1 		$556K Buy
10,702
+778
+8% +$41K 0.04% 244
2025
Q4 		$524K Buy
+9,924
New +$527K 0.04% 246

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

PDS Planning's BINC Position: Q2 2026 in Review

PDS Planning increased its BlackRock Flexible Income ETF (BINC) stake by 27% in Q2 2026, buying an estimated $150K and bringing the position to 13,581 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #223.

PDS Planning first reported a position in BINC in Q4 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • PDS Planning held 13,581 shares of BlackRock Flexible Income ETF worth $711K as of Q2 2026.
  • PDS Planning bought 2,879 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $150K.
  • BlackRock Flexible Income ETF made up 0.04% of PDS Planning's portfolio in Q2 2026, its #223 holding.
  • PDS Planning first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.