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 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

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Lantern Wealth Advisors's BKAG Position: Q2 2026 in Review

Lantern Wealth Advisors increased its BNY Mellon Core Bond ETF (BKAG) stake by 9.5% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,399 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #167.

Lantern Wealth Advisors first reported a position in BKAG in Q2 2025 and has held it in 5 quarters since. The position peaked at $250K in Q3 2025. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

Lantern Wealth Advisors held 5,399 shares of BNY Mellon Core Bond ETF worth $226K as of Q2 2026.
Lantern Wealth Advisors bought 468 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $19.6K.
BNY Mellon Core Bond ETF made up 0.1% of Lantern Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Lantern Wealth Advisors first reported a position in BNY Mellon Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
Lantern Wealth Advisors's BNY Mellon Core Bond ETF position peaked at $250K in Q3 2025.
95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.