Lantern Wealth Advisors’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Lantern Wealth Advisors’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 Q3	$223K	Buy	5,576 +177	+3%	+$7.29K	0.1%	178
2026 Q2	$226K	Buy	5,399 +468	+9%	+$19.6K	0.1%	167
2026 Q1	$208K	Buy	4,931 +106	+2%	+$4.5K	0.11%	164
2025 Q4	$205K	Sell	4,825 -1,036	-18%	-$44.1K	0.11%	159
2025 Q3	$250K	Buy	5,861 +708	+14%	+$29.9K	0.13%	129
2025 Q2	$217K	Buy	+5,153	New	+$215K	0.13%	139

Other funds holding BKAG

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Lantern Wealth Advisors's BKAG Position: Q3 2026 in Review

Lantern Wealth Advisors increased its BNY Mellon Core Bond ETF (BKAG) stake by 3.3% in Q3 2026, buying an estimated $7.29K and bringing the position to 5,576 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #178.

Lantern Wealth Advisors first reported a position in BKAG in Q2 2025 and has held it in 6 quarters since. The position peaked at $250K in Q3 2025. 37 funds tracked by Wall St. Rank hold BKAG as of Q3 2026.

Lantern Wealth Advisors held 5,576 shares of BNY Mellon Core Bond ETF worth $223K as of Q3 2026.
Lantern Wealth Advisors bought 177 BNY Mellon Core Bond ETF shares in Q3 2026, an estimated $7.29K.
BNY Mellon Core Bond ETF made up 0.1% of Lantern Wealth Advisors's portfolio in Q3 2026, its #178 holding.
Lantern Wealth Advisors first reported a position in BNY Mellon Core Bond ETF in Q2 2025 and has held it in 6 quarters since.
Lantern Wealth Advisors's BNY Mellon Core Bond ETF position peaked at $250K in Q3 2025.
37 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.