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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
Q2 		$336K Sell
8,007
-10,820
-57% -$454K 0.01% 800
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 $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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Independent Advisor Alliance's BKAG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its BNY Mellon Core Bond ETF (BKAG) stake by 57% in Q2 2026, selling an estimated $454K and leaving 8,007 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #800.

Independent Advisor Alliance first reported a position in BKAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $794K in Q1 2026. 96 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Independent Advisor Alliance held 8,007 shares of BNY Mellon Core Bond ETF worth $336K as of Q2 2026.
  • Independent Advisor Alliance sold 10,820 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $454K.
  • BNY Mellon Core Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #800 holding.
  • Independent Advisor Alliance first reported a position in BNY Mellon Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's BNY Mellon Core Bond ETF position peaked at $794K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.