Sherman Wealth Management
BINC icon

Sherman Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Sherman Wealth 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 		$2.03M Buy
39,901
+7,241
+22% +$375K 1.44% 21
2026
Q2 		$1.71M Sell
32,660
-1,313
-4% -$68.6K 1.29% 23
2026
Q1 		$1.76M Buy
33,973
+11,879
+54% +$626K 1.52% 17
2025
Q4 		$1.17M Buy
+22,094
New +$1.17M 1.01% 26

Other funds holding BINC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Sherman Wealth Management's BINC Position: Q3 2026 in Review

Sherman Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 22% in Q3 2026, buying an estimated $375K and bringing the position to 39,901 shares worth $2.03M. The position accounts for 1.44% of the portfolio, ranked #21.

Sherman Wealth Management first reported a position in BINC in Q4 2025 and has held it in 4 quarters since. 732 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

  • Sherman Wealth Management held 39,901 shares of BlackRock Flexible Income ETF worth $2.03M as of Q3 2026.
  • Sherman Wealth Management bought 7,241 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $375K.
  • BlackRock Flexible Income ETF made up 1.44% of Sherman Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Sherman Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 732 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.