Planning Strategies Inc.’s BlackRock Flexible Income ETF BINC Stock Holding History

Planning Strategies Inc.’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	$33.2K	Buy	+635	New	+$33.2K	0.02%	197

Other funds holding BINC

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Planning Strategies Inc.'s BINC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in BlackRock Flexible Income ETF (BINC) in Q2 2026: 635 shares worth $33.2K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings.

320 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Planning Strategies Inc. held 635 shares of BlackRock Flexible Income ETF worth $33.2K as of Q2 2026.
BlackRock Flexible Income ETF was a new Planning Strategies Inc. position in Q2 2026.
BlackRock Flexible Income ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #197 holding.
320 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.