Roxbury Financial’s BlackRock Flexible Income ETF BINC Stock Holding History

Roxbury Financial’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	$484K	Sell	9,526 -156	-2%	-$8.08K	0.37%	60
2026 Q2	$507K	Buy	9,682 +1,014	+12%	+$53K	0.4%	60
2026 Q1	$450K	Buy	8,668 +2,139	+33%	+$113K	0.4%	56
2025 Q4	$345K	Buy	6,529 +614	+10%	+$32.6K	0.31%	61
2025 Q3	$315K	Buy	5,915 +230	+4%	+$12.2K	0.29%	63
2025 Q2	$300K	Buy	5,685 +2,180	+62%	+$114K	0.29%	64
2025 Q1	$185K	Buy	+3,505	New	+$184K	0.18%	89

Other funds holding BINC

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Roxbury Financial's BINC Position: Q3 2026 in Review

Roxbury Financial reduced its BlackRock Flexible Income ETF (BINC) stake by 1.6% in Q3 2026, selling an estimated $8.08K and leaving 9,526 shares worth $484K. The position accounts for 0.37% of the portfolio, ranked #60.

Roxbury Financial first reported a position in BINC in Q1 2025 and has held it in 7 quarters since. The position peaked at $507K in Q2 2026. 585 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

Roxbury Financial held 9,526 shares of BlackRock Flexible Income ETF worth $484K as of Q3 2026.
Roxbury Financial sold 156 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $8.08K.
BlackRock Flexible Income ETF made up 0.37% of Roxbury Financial's portfolio in Q3 2026, its #60 holding.
Roxbury Financial first reported a position in BlackRock Flexible Income ETF in Q1 2025 and has held it in 7 quarters since.
Roxbury Financial's BlackRock Flexible Income ETF position peaked at $507K in Q2 2026.
585 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.