Triad Wealth Partners’s BlackRock Flexible Income ETF BINC Stock Holding History

Triad Wealth Partners’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	$9.41M	Sell	181,518 -59,360	-25%	-$3.1M	0.55%	32
2026 Q1	$12.5M	Buy	240,878 +33,445	+16%	+$1.76M	0.99%	24
2025 Q4	$10.9M	Buy	207,433 +41,369	+25%	+$2.2M	1.04%	26
2025 Q3	$8.84M	Buy	166,064 +8,449	+5%	+$447K	1.14%	24
2025 Q2	$8.33M	Buy	157,615 +31,261	+25%	+$1.63M	1.68%	14
2025 Q1	$6.62M	Buy	126,354 +29,120	+30%	+$1.53M	2.06%	10
2024 Q4	$5.06M	Buy	97,234 +47,774	+97%	+$2.52M	1.83%	13
2024 Q3	$2.65M	Buy	49,460 +49,420	+123,550%	+$2.61M	1.41%	24
2024 Q2	$2.09K	Buy	+40	New	+$2.08K	﹤0.01%	752

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

Triad Wealth Partners's BINC Position: Q2 2026 in Review

Triad Wealth Partners reduced its BlackRock Flexible Income ETF (BINC) stake by 25% in Q2 2026, selling an estimated $3.1M and leaving 181,518 shares worth $9.41M. The position accounts for 0.55% of the portfolio, ranked #32.

Triad Wealth Partners first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q1 2026. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Triad Wealth Partners held 181,518 shares of BlackRock Flexible Income ETF worth $9.41M as of Q2 2026.
Triad Wealth Partners sold 59,360 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $3.1M.
BlackRock Flexible Income ETF made up 0.55% of Triad Wealth Partners's portfolio in Q2 2026, its #32 holding.
Triad Wealth Partners first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's BlackRock Flexible Income ETF position peaked at $12.5M in Q1 2026.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.