GM Advisory Group’s BNY Mellon Core Bond ETF BKAG Stock Holding History

GM Advisory Group’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 Q1	$26M	Buy	615,975 +31,715	+5%	+$1.35M	1%	26
2025 Q4	$24.8M	Buy	584,260 +9,148	+2%	+$390K	0.97%	24
2025 Q3	$24.5M	Buy	575,112 +1,197	+0.2%	+$50.5K	1.04%	21
2025 Q2	$24.2M	Buy	573,915 +17,035	+3%	+$710K	1.2%	21
2025 Q1	$23.5M	Buy	556,880 +194,764	+54%	+$8.1M	1.27%	21
2024 Q4	$14.9M	Buy	362,116 +35,516	+11%	+$1.49M	0.83%	26
2024 Q3	$14.1M	Buy	326,600 +194,921	+148%	+$8.29M	0.84%	28
2024 Q2	$5.45M	Buy	+131,679	New	+$5.43M	0.35%	48

Other funds holding BKAG

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $753M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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 $12.5B AUM 18.49% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

GM Advisory Group's BKAG Position: Q1 2026 in Review

GM Advisory Group increased its BNY Mellon Core Bond ETF (BKAG) stake by 5.4% in Q1 2026, buying an estimated $1.35M and bringing the position to 615,975 shares worth $26M. The position accounts for 1% of the portfolio, ranked #26.

GM Advisory Group first reported a position in BKAG in Q2 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

GM Advisory Group held 615,975 shares of BNY Mellon Core Bond ETF worth $26M as of Q1 2026.
GM Advisory Group bought 31,715 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $1.35M.
BNY Mellon Core Bond ETF made up 1% of GM Advisory Group's portfolio in Q1 2026, its #26 holding.
GM Advisory Group first reported a position in BNY Mellon Core Bond ETF in Q2 2024 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.