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Independent Advisor Alliance’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Independent Advisor Alliance’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
Q1 		$794K Buy
18,827
+8,969
+91% +$381K 0.01% 944
2025
Q4 		$418K Buy
+9,858
New +$420K 0.01% 700

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Independent Advisor Alliance's BKAG Position: Q1 2026 in Review

Independent Advisor Alliance increased its BNY Mellon Core Bond ETF (BKAG) stake by 91% in Q1 2026, buying an estimated $381K and bringing the position to 18,827 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #944.

Independent Advisor Alliance first reported a position in BKAG in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Independent Advisor Alliance held 18,827 shares of BNY Mellon Core Bond ETF worth $794K as of Q1 2026.
  • Independent Advisor Alliance bought 8,969 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $381K.
  • BNY Mellon Core Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #944 holding.
  • Independent Advisor Alliance first reported a position in BNY Mellon Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.