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Fiduciary Planning’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Fiduciary Planning’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
2023
Q4 		– Sell
-124,728
Closed -$5.03M – 56
2023
Q3 		$5.03M Buy
+124,728
New +$5.14M 2.37% 15

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Fiduciary Planning's BKAG Position: Q4 2023 in Review

Fiduciary Planning sold out of BNY Mellon Core Bond ETF (BKAG) in Q4 2023, closing a stake of 124,728 shares — an estimated $5.03M sold.

Fiduciary Planning first reported a position in BKAG in Q3 2023 and held it in 1 quarter. The position peaked at $5.03M in Q3 2023. 42 funds tracked by Wall St. Rank hold BKAG as of Q4 2023.

  • Fiduciary Planning reported no remaining BNY Mellon Core Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Fiduciary Planning sold 124,728 BNY Mellon Core Bond ETF shares in Q4 2023, an estimated $5.03M.
  • Fiduciary Planning first reported a position in BNY Mellon Core Bond ETF in Q3 2023 and held it in 1 quarter.
  • Fiduciary Planning's BNY Mellon Core Bond ETF position peaked at $5.03M in Q3 2023.
  • 42 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q4 2023.

Based on Fiduciary Planning's 13F filing for Q4 2023, filed 25 Jan 2024.