KFP
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Keener Financial Planning’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Keener Financial Planning’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
2024
Q1 		– Sell
-4,024
Closed -$171K – 188
2023
Q4 		$171K Buy
+4,024
New +$164K 0.13% 48

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Keener Financial Planning's BKAG Position: Q1 2024 in Review

Keener Financial Planning sold out of BNY Mellon Core Bond ETF (BKAG) in Q1 2024, closing a stake of 4,024 shares — an estimated $171K sold.

Keener Financial Planning first reported a position in BKAG in Q4 2023 and held it in 1 quarter. The position peaked at $171K in Q4 2023. 42 funds tracked by Wall St. Rank hold BKAG as of Q1 2024.

  • Keener Financial Planning reported no remaining BNY Mellon Core Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 4,024 BNY Mellon Core Bond ETF shares in Q1 2024, an estimated $171K.
  • Keener Financial Planning first reported a position in BNY Mellon Core Bond ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's BNY Mellon Core Bond ETF position peaked at $171K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.