Guardian Wealth Advisors (North Carolina)’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$4.31M	Buy	102,787 +14,320	+16%	+$601K	0.24%	62
2026 Q1	$3.73M	Buy	88,467 +4,914	+6%	+$209K	0.24%	64
2025 Q4	$3.54M	Buy	83,553 +1,315	+2%	+$56K	0.22%	64
2025 Q3	$3.5M	Buy	+82,238	New	+$3.47M	0.23%	64

Other funds holding BKAG

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s BKAG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its BNY Mellon Core Bond ETF (BKAG) stake by 16% in Q2 2026, buying an estimated $601K and bringing the position to 102,787 shares worth $4.31M. The position accounts for 0.24% of the portfolio, ranked #62.

Guardian Wealth Advisors (North Carolina) first reported a position in BKAG in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 102,787 shares of BNY Mellon Core Bond ETF worth $4.31M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 14,320 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $601K.
BNY Mellon Core Bond ETF made up 0.24% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #62 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in BNY Mellon Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.