Whalen Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Whalen Wealth Management’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	$1.61M	Buy	+31,718	New	+$1.64M	0.69%	41

Other funds holding BINC

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Whalen Wealth Management's BINC Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in BlackRock Flexible Income ETF (BINC) in Q3 2026: 31,718 shares worth $1.61M. The stake represents 0.69% of the portfolio and ranks #41 among its holdings.

25 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

Whalen Wealth Management held 31,718 shares of BlackRock Flexible Income ETF worth $1.61M as of Q3 2026.
BlackRock Flexible Income ETF was a new Whalen Wealth Management position in Q3 2026.
BlackRock Flexible Income ETF made up 0.69% of Whalen Wealth Management's portfolio in Q3 2026, its #41 holding.
25 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.