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

IFP 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
2023
Q1 		– Sell
-1,887
Closed -$94K – 3463
2022
Q4 		$94K Buy
+1,887
New +$78.3K ﹤0.01% 1775

Other funds holding BKAG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors's BKAG Position: Q1 2023 in Review

IFP Advisors sold out of BNY Mellon Core Bond ETF (BKAG) in Q1 2023, closing a stake of 1,887 shares — an estimated $94K sold.

IFP Advisors first reported a position in BKAG in Q4 2022 and held it in 1 quarter. The position peaked at $94K in Q4 2022. 32 funds tracked by Wall St. Rank hold BKAG as of Q1 2023.

  • IFP Advisors reported no remaining BNY Mellon Core Bond ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,887 BNY Mellon Core Bond ETF shares in Q1 2023, an estimated $94K.
  • IFP Advisors first reported a position in BNY Mellon Core Bond ETF in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's BNY Mellon Core Bond ETF position peaked at $94K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.