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Foundations Investment Advisors’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Foundations Investment Advisors’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 		$380K Buy
+9,065
New +$380K ﹤0.01% 863
2023
Q3 		– Sell
-7,540
Closed -$317K – 642
2023
Q2 		$317K Buy
+7,540
New +$319K 0.01% 461

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

Foundations Investment Advisors's BKAG Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in BNY Mellon Core Bond ETF (BKAG) in Q2 2026: 9,065 shares worth $380K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in BKAG as recently as Q2 2023.

Foundations Investment Advisors first reported a position in BKAG in Q2 2023 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Foundations Investment Advisors held 9,065 shares of BNY Mellon Core Bond ETF worth $380K as of Q2 2026.
  • BNY Mellon Core Bond ETF was a new Foundations Investment Advisors position in Q2 2026.
  • BNY Mellon Core Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #863 holding.
  • Foundations Investment Advisors first reported a position in BNY Mellon Core Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.