Root Financial Partners’s BlackRock Flexible Income ETF BINC Stock Holding History

Root Financial Partners’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	$282K	Buy	+5,543	New	+$287K	0.01%	336
2026 Q2	–	Sell	-110	Closed	-$5.71K	–	749
2026 Q1	$5.71K	Hold	110	–	–	﹤0.01%	1904
2025 Q4	$5.8K	Buy	110 +99	+900%	+$5.25K	﹤0.01%	1717
2025 Q3	$586	Buy	+11	New	+$582	﹤0.01%	2134

Other funds holding BINC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's BINC Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackRock Flexible Income ETF (BINC) in Q3 2026: 5,543 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BINC as recently as Q1 2026.

Root Financial Partners first reported a position in BINC in Q3 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

Root Financial Partners held 5,543 shares of BlackRock Flexible Income ETF worth $282K as of Q3 2026.
BlackRock Flexible Income ETF was a new Root Financial Partners position in Q3 2026.
BlackRock Flexible Income ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #336 holding.
Root Financial Partners first reported a position in BlackRock Flexible Income ETF in Q3 2025 and has held it in 4 quarters since.
575 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.