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Annapolis Financial Services’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Annapolis Financial Services’s Portfolio BKAG Stock Details BKAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-617
Closed -$26K – 451
2022
Q3 		$26K Buy
+617
New +$26.8K 0.01% 225

Other funds holding BKAG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Annapolis Financial Services's BKAG Position: Q4 2022 in Review

Annapolis Financial Services sold out of BNY Mellon Core Bond ETF (BKAG) in Q4 2022, closing a stake of 617 shares — an estimated $26K sold.

Annapolis Financial Services first reported a position in BKAG in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 26 funds tracked by Wall St. Rank hold BKAG as of Q4 2022.

  • Annapolis Financial Services reported no remaining BNY Mellon Core Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 617 BNY Mellon Core Bond ETF shares in Q4 2022, an estimated $26K.
  • Annapolis Financial Services first reported a position in BNY Mellon Core Bond ETF in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's BNY Mellon Core Bond ETF position peaked at $26K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.