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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
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

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

Lantern Wealth Advisors's BKAG Position: Q1 2026 in Review

Lantern Wealth Advisors increased its BNY Mellon Core Bond ETF (BKAG) stake by 2.2% in Q1 2026, buying an estimated $4.5K and bringing the position to 4,931 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #164.

Lantern Wealth Advisors first reported a position in BKAG in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q3 2025. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Lantern Wealth Advisors held 4,931 shares of BNY Mellon Core Bond ETF worth $208K as of Q1 2026.
  • Lantern Wealth Advisors bought 106 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $4.5K.
  • BNY Mellon Core Bond ETF made up 0.11% of Lantern Wealth Advisors's portfolio in Q1 2026, its #164 holding.
  • Lantern Wealth Advisors first reported a position in BNY Mellon Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Lantern Wealth Advisors's BNY Mellon Core Bond ETF position peaked at $250K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.