Twin Peaks Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Twin Peaks Wealth Advisors’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	$346K	Sell	6,606 -22,818	-78%	-$1.19M	0.08%	146
2026 Q1	$1.53M	Sell	29,424 -1,465	-5%	-$77.2K	0.38%	55
2025 Q4	$1.64M	Buy	30,889 +6,427	+26%	+$341K	0.48%	51
2025 Q3	$1.3M	Buy	24,462 +3,826	+19%	+$202K	0.44%	53
2025 Q2	$1.09M	Buy	20,636 +817	+4%	+$42.5K	0.35%	58
2025 Q1	$1.02M	Buy	19,819 +1,365	+7%	+$71.5K	0.46%	52
2024 Q4	$960K	Buy	18,454 +2,779	+18%	+$146K	0.41%	58
2024 Q3	$839K	Buy	15,675 +6,651	+74%	+$352K	0.39%	54
2024 Q2	$471K	Buy	9,024 +1,312	+17%	+$68.3K	0.24%	79
2024 Q1	$405K	Buy	+7,712	New	+$403K	0.22%	77

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

Twin Peaks Wealth Advisors's BINC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its BlackRock Flexible Income ETF (BINC) stake by 78% in Q2 2026, selling an estimated $1.19M and leaving 6,606 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #146.

Twin Peaks Wealth Advisors first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.64M in Q4 2025. 779 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Twin Peaks Wealth Advisors held 6,606 shares of BlackRock Flexible Income ETF worth $346K as of Q2 2026.
Twin Peaks Wealth Advisors sold 22,818 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $1.19M.
BlackRock Flexible Income ETF made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Twin Peaks Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's BlackRock Flexible Income ETF position peaked at $1.64M in Q4 2025.
779 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.