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United Financial Planning Group’s BlackRock Flexible Income ETF BINC Stock Holding History

United Financial Planning Group’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 		– Sell
-14
Closed -$727 – 475
2026
Q1 		$727 Hold
14
– – ﹤0.01% 444
2025
Q4 		$739 Sell
14
-58
-81% -$3.08K ﹤0.01% 379
2025
Q3 		$3.83K Buy
+72
New +$3.81K ﹤0.01% 185

Other funds holding BINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Financial Planning Group's BINC Position: Q2 2026 in Review

United Financial Planning Group sold out of BlackRock Flexible Income ETF (BINC) in Q2 2026, closing a stake of 14 shares — an estimated $727 sold.

United Financial Planning Group first reported a position in BINC in Q3 2025 and held it in 3 quarters. The position peaked at $3.83K in Q3 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • United Financial Planning Group reported no remaining BlackRock Flexible Income ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 14 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $727.
  • United Financial Planning Group first reported a position in BlackRock Flexible Income ETF in Q3 2025 and held it in 3 quarters.
  • United Financial Planning Group's BlackRock Flexible Income ETF position peaked at $3.83K in Q3 2025.
  • 774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.