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

Dean Jacobson 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
2025
Q3 		– Sell
-5,185
Closed -$219K – 17
2025
Q2 		$219K Buy
+5,185
New +$216K 0.17% 13

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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Dean Jacobson Financial Services's BKAG Position: Q3 2025 in Review

Dean Jacobson Financial Services sold out of BNY Mellon Core Bond ETF (BKAG) in Q3 2025, closing a stake of 5,185 shares — an estimated $219K sold.

Dean Jacobson Financial Services first reported a position in BKAG in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 76 funds tracked by Wall St. Rank hold BKAG as of Q3 2025.

  • Dean Jacobson Financial Services reported no remaining BNY Mellon Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Dean Jacobson Financial Services sold 5,185 BNY Mellon Core Bond ETF shares in Q3 2025, an estimated $219K.
  • Dean Jacobson Financial Services first reported a position in BNY Mellon Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • Dean Jacobson Financial Services's BNY Mellon Core Bond ETF position peaked at $219K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q3 2025.

Based on Dean Jacobson Financial Services's 13F filing for Q3 2025, filed 9 Dec 2025.