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

SWP 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	$2.52M	Buy	49,548 +616	+1%	+$31.9K	1.16%	27
2026 Q2	$2.56M	Sell	48,932 -13,408	-22%	-$700K	1.18%	28
2026 Q1	$3.24M	Sell	62,340 -16,133	-21%	-$851K	1.65%	20
2025 Q4	$4.14M	Buy	78,473 +2,325	+3%	+$123K	2.08%	14
2025 Q3	$4.05M	Buy	76,148 +3,433	+5%	+$182K	2.06%	15
2025 Q2	$3.84M	Buy	72,715 +1,302	+2%	+$67.8K	2.11%	14
2025 Q1	$3.74M	Buy	71,413 +2,900	+4%	+$152K	2.29%	10
2024 Q4	$3.56M	Buy	+68,513	New	+$3.61M	2.15%	12

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

SWP Financial's BINC Position: Q3 2026 in Review

SWP Financial increased its BlackRock Flexible Income ETF (BINC) stake by 1.3% in Q3 2026, buying an estimated $31.9K and bringing the position to 49,548 shares worth $2.52M. The position accounts for 1.16% of the portfolio, ranked #27.

SWP Financial first reported a position in BINC in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.14M in Q4 2025. 575 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

SWP Financial held 49,548 shares of BlackRock Flexible Income ETF worth $2.52M as of Q3 2026.
SWP Financial bought 616 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $31.9K.
BlackRock Flexible Income ETF made up 1.16% of SWP Financial's portfolio in Q3 2026, its #27 holding.
SWP Financial first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 8 quarters since.
SWP Financial's BlackRock Flexible Income ETF position peaked at $4.14M in Q4 2025.
575 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.