Vertex Planning Partners’s BlackRock Flexible Income ETF BINC Stock Holding History

Vertex Planning 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	$10.4M	Buy	199,498 +50,917	+34%	+$2.66M	1.55%	15
2026 Q1	$7.72M	Buy	148,581 +108,271	+269%	+$5.71M	1.5%	15
2025 Q4	$2.13M	Buy	40,310 +2,739	+7%	+$145K	0.49%	38
2025 Q3	$2M	Buy	37,571 +2,117	+6%	+$112K	0.38%	49
2025 Q2	$1.87M	Buy	35,454 +1,822	+5%	+$94.9K	0.39%	50
2025 Q1	$1.76M	Buy	33,632 +86	+0.3%	+$4.5K	0.38%	46
2024 Q4	$1.75M	Buy	33,546 +684	+2%	+$36K	0.39%	45
2024 Q3	$1.76M	Buy	32,862 +10,878	+49%	+$575K	0.42%	37
2024 Q2	$1.15M	Buy	21,984 +8,736	+66%	+$455K	0.3%	44
2024 Q1	$695K	Buy	+13,248	New	+$692K	0.19%	61

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

Vertex Planning Partners's BINC Position: Q2 2026 in Review

Vertex Planning Partners increased its BlackRock Flexible Income ETF (BINC) stake by 34% in Q2 2026, buying an estimated $2.66M and bringing the position to 199,498 shares worth $10.4M. The position accounts for 1.55% of the portfolio, ranked #15.

Vertex Planning Partners first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Vertex Planning Partners held 199,498 shares of BlackRock Flexible Income ETF worth $10.4M as of Q2 2026.
Vertex Planning Partners bought 50,917 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $2.66M.
BlackRock Flexible Income ETF made up 1.55% of Vertex Planning Partners's portfolio in Q2 2026, its #15 holding.
Vertex Planning Partners first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.