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BIP Wealth’s BNY Mellon Core Bond ETF BKAG Stock Holding History

BIP Wealth’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
2024
Q4 		– Sell
-8,928
Closed -$385K – 277
2024
Q3 		$385K Buy
+8,928
New +$380K 0.03% 155

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

BIP Wealth's BKAG Position: Q4 2024 in Review

BIP Wealth sold out of BNY Mellon Core Bond ETF (BKAG) in Q4 2024, closing a stake of 8,928 shares — an estimated $385K sold.

BIP Wealth first reported a position in BKAG in Q3 2024 and held it in 1 quarter. The position peaked at $385K in Q3 2024. 67 funds tracked by Wall St. Rank hold BKAG as of Q4 2024.

  • BIP Wealth reported no remaining BNY Mellon Core Bond ETF position as of Q4 2024 after selling out during the quarter.
  • BIP Wealth sold 8,928 BNY Mellon Core Bond ETF shares in Q4 2024, an estimated $385K.
  • BIP Wealth first reported a position in BNY Mellon Core Bond ETF in Q3 2024 and held it in 1 quarter.
  • BIP Wealth's BNY Mellon Core Bond ETF position peaked at $385K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q4 2024.

Based on BIP Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.