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Impact Partnership Wealth’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-140
Closed -$5.88K – 1024
2023
Q2 		$5.88K Buy
+140
New +$5.93K ﹤0.01% 478

Other funds holding BKAG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Impact Partnership Wealth's BKAG Position: Q3 2023 in Review

Impact Partnership Wealth sold out of BNY Mellon Core Bond ETF (BKAG) in Q3 2023, closing a stake of 140 shares — an estimated $5.88K sold.

Impact Partnership Wealth first reported a position in BKAG in Q2 2023 and held it in 1 quarter. The position peaked at $5.88K in Q2 2023. 37 funds tracked by Wall St. Rank hold BKAG as of Q3 2023.

  • Impact Partnership Wealth reported no remaining BNY Mellon Core Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 140 BNY Mellon Core Bond ETF shares in Q3 2023, an estimated $5.88K.
  • Impact Partnership Wealth first reported a position in BNY Mellon Core Bond ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's BNY Mellon Core Bond ETF position peaked at $5.88K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.