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 Q3	$9.6M	Buy	188,730 +7,212	+4%	+$373K	0.53%	31
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

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Triad Wealth Partners's BINC Position: Q3 2026 in Review

Triad Wealth Partners increased its BlackRock Flexible Income ETF (BINC) stake by 4% in Q3 2026, buying an estimated $373K and bringing the position to 188,730 shares worth $9.6M. The position accounts for 0.53% of the portfolio, ranked #31.

Triad Wealth Partners first reported a position in BINC in Q2 2024 and has held it in 10 quarters since. The position peaked at $12.5M in Q1 2026. 561 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

Triad Wealth Partners held 188,730 shares of BlackRock Flexible Income ETF worth $9.6M as of Q3 2026.
Triad Wealth Partners bought 7,212 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $373K.
BlackRock Flexible Income ETF made up 0.53% of Triad Wealth Partners's portfolio in Q3 2026, its #31 holding.
Triad Wealth Partners first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 10 quarters since.
Triad Wealth Partners's BlackRock Flexible Income ETF position peaked at $12.5M in Q1 2026.
561 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.