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HB Wealth Management’s BNY Mellon Core Bond ETF BKAG Stock Holding History

HB Wealth Management’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
Q2 		– Sell
-14,300
Closed -$602K – 1180
2025
Q1 		$602K Hold
14,300
– – 0.01% 708
2024
Q4 		$589K Hold
14,300
– – 0.01% 567
2024
Q3 		$617K Buy
+14,300
New +$609K 0.01% 519

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
TPW
Talon Private Wealth The Villages, Florida $855M AUM
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 $15.3B AUM 25.33% 1-Year Est. Return

HB Wealth Management's BKAG Position: Q2 2025 in Review

HB Wealth Management sold out of BNY Mellon Core Bond ETF (BKAG) in Q2 2025, closing a stake of 14,300 shares — an estimated $602K sold.

HB Wealth Management first reported a position in BKAG in Q3 2024 and held it in 3 quarters. The position peaked at $617K in Q3 2024. 75 funds tracked by Wall St. Rank hold BKAG as of Q2 2025.

  • HB Wealth Management reported no remaining BNY Mellon Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 14,300 BNY Mellon Core Bond ETF shares in Q2 2025, an estimated $602K.
  • HB Wealth Management first reported a position in BNY Mellon Core Bond ETF in Q3 2024 and held it in 3 quarters.
  • HB Wealth Management's BNY Mellon Core Bond ETF position peaked at $617K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.