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Lord & Richards Wealth Management’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Lord & Richards Wealth Management’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 		$10.1M Buy
239,716
+750
+0.3% +$31.9K 8.87% 3
2025
Q4 		$10.1M Buy
238,966
+11,661
+5% +$497K 8.7% 3
2025
Q3 		$9.68M Buy
227,305
+14,530
+7% +$613K 8.87% 3
2025
Q2 		$8.97M Buy
212,775
+31,883
+18% +$1.33M 9.38% 2
2025
Q1 		$7.62M Buy
180,892
+104,251
+136% +$4.34M 8.64% 2
2024
Q4 		$3.16M Buy
+76,641
New +$3.22M 6.67% 2

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

Lord & Richards Wealth Management's BKAG Position: Q1 2026 in Review

Lord & Richards Wealth Management increased its BNY Mellon Core Bond ETF (BKAG) stake by 0.31% in Q1 2026, buying an estimated $31.9K and bringing the position to 239,716 shares worth $10.1M. The position accounts for 8.87% of the portfolio, ranked #3.

Lord & Richards Wealth Management first reported a position in BKAG in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1M in Q4 2025. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Lord & Richards Wealth Management held 239,716 shares of BNY Mellon Core Bond ETF worth $10.1M as of Q1 2026.
  • Lord & Richards Wealth Management bought 750 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $31.9K.
  • BNY Mellon Core Bond ETF made up 8.87% of Lord & Richards Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Lord & Richards Wealth Management first reported a position in BNY Mellon Core Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Lord & Richards Wealth Management's BNY Mellon Core Bond ETF position peaked at $10.1M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.