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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.97M	Buy	212,775 +31,883	+18%	+$1.34M	9.38%	2
2025 Q1	$7.62M	Buy	180,892 +104,251	+136%	+$4.39M	8.64%	2
2024 Q4	$3.16M	Buy	+76,641	New	+$3.16M	6.67%	2