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Curran Financial Partners’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Curran Financial Partners’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
2026
Q2 		$6.27M Sell
149,356
-171,333
-53% -$7.19M 0.93% 27
2026
Q1 		$13.5M Buy
320,689
+211,511
+194% +$8.98M 2.42% 13
2025
Q4 		$4.63M Buy
109,178
+6,078
+6% +$259K 0.88% 31
2025
Q3 		$4.39M Buy
+103,100
New +$4.35M 0.87% 32

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Curran Financial Partners's BKAG Position: Q2 2026 in Review

Curran Financial Partners reduced its BNY Mellon Core Bond ETF (BKAG) stake by 53% in Q2 2026, selling an estimated $7.19M and leaving 149,356 shares worth $6.27M. The position accounts for 0.93% of the portfolio, ranked #27.

Curran Financial Partners first reported a position in BKAG in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.5M in Q1 2026. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Curran Financial Partners held 149,356 shares of BNY Mellon Core Bond ETF worth $6.27M as of Q2 2026.
  • Curran Financial Partners sold 171,333 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $7.19M.
  • BNY Mellon Core Bond ETF made up 0.93% of Curran Financial Partners's portfolio in Q2 2026, its #27 holding.
  • Curran Financial Partners first reported a position in BNY Mellon Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Curran Financial Partners's BNY Mellon Core Bond ETF position peaked at $13.5M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.