TIM
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Triad Investment Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Triad Investment 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
Q2 		$2.08M Buy
39,738
+10,525
+36% +$550K 2.29% 19
2026
Q1 		$1.52M Buy
29,213
+20
+0.1% +$1.05K 1.79% 24
2025
Q4 		$1.54M Buy
+29,193
New +$1.55M 1.56% 26

Other funds holding BINC

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Triad Investment Management's BINC Position: Q2 2026 in Review

Triad Investment Management increased its BlackRock Flexible Income ETF (BINC) stake by 36% in Q2 2026, buying an estimated $550K and bringing the position to 39,738 shares worth $2.08M. The position accounts for 2.29% of the portfolio, ranked #19.

Triad Investment Management first reported a position in BINC in Q4 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Triad Investment Management held 39,738 shares of BlackRock Flexible Income ETF worth $2.08M as of Q2 2026.
  • Triad Investment Management bought 10,525 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $550K.
  • BlackRock Flexible Income ETF made up 2.29% of Triad Investment Management's portfolio in Q2 2026, its #19 holding.
  • Triad Investment Management first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.