IA
BKSB

IFP Advisors’s BNY Mellon Short Duration Corporate Bond ETF BKSB Stock Holding History

IFP Advisors’s Portfolio BKSB Stock Details BKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-453
Closed -$24K – 4585
2022
Q4 		$24K Buy
+453
New +$21K ﹤0.01% 2769

Other funds holding BKSB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

IFP Advisors's BKSB Position: Q1 2023 in Review

IFP Advisors sold out of BNY Mellon Short Duration Corporate Bond ETF (BKSB) in Q1 2023, closing a stake of 453 shares — an estimated $24K sold.

IFP Advisors first reported a position in BKSB in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 10 funds tracked by Wall St. Rank hold BKSB as of Q1 2023.

  • IFP Advisors reported no remaining BNY Mellon Short Duration Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 453 BNY Mellon Short Duration Corporate Bond ETF shares in Q1 2023, an estimated $24K.
  • IFP Advisors first reported a position in BNY Mellon Short Duration Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's BNY Mellon Short Duration Corporate Bond ETF position peaked at $24K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held BNY Mellon Short Duration Corporate Bond ETF as of Q1 2023.

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