Spectrum Planning & Advisory Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Spectrum Planning & 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 Q2	$2.75M	Sell	52,610 -3,264	-6%	-$170K	1.23%	26
2026 Q1	$2.9M	Sell	55,874 -8,631	-13%	-$455K	1.44%	24
2025 Q4	$3.4M	Sell	64,505 -1,243	-2%	-$66K	1.75%	15
2025 Q3	$3.5M	Sell	65,748 -1,788	-3%	-$94.6K	1.98%	14
2025 Q2	$3.57M	Sell	67,536 -291	-0.4%	-$15.2K	2.31%	13
2025 Q1	$3.55M	Buy	67,827 +24,824	+58%	+$1.3M	2.96%	10
2024 Q4	$2.24M	Sell	43,003 -2,532	-6%	-$133K	1.94%	14
2024 Q3	$2.44M	Buy	45,535 +15,830	+53%	+$837K	2.34%	12
2024 Q2	$1.55M	Buy	+29,705	New	+$1.55M	1.5%	18

Other funds holding BINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spectrum Planning & Advisory Services's BINC Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its BlackRock Flexible Income ETF (BINC) stake by 5.8% in Q2 2026, selling an estimated $170K and leaving 52,610 shares worth $2.75M. The position accounts for 1.23% of the portfolio, ranked #26.

Spectrum Planning & Advisory Services first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.57M in Q2 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Spectrum Planning & Advisory Services held 52,610 shares of BlackRock Flexible Income ETF worth $2.75M as of Q2 2026.
Spectrum Planning & Advisory Services sold 3,264 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $170K.
BlackRock Flexible Income ETF made up 1.23% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #26 holding.
Spectrum Planning & Advisory Services first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
Spectrum Planning & Advisory Services's BlackRock Flexible Income ETF position peaked at $3.57M in Q2 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.