LPL Financial
BKAG icon

LPL Financial’s BNY Mellon Core Bond ETF BKAG Stock Holding History

LPL Financial’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 		$7.51M Buy
178,072
+6,179
+4% +$262K ﹤0.01% 2252
2025
Q4 		$7.29M Sell
171,893
-383
-0.2% -$16.3K ﹤0.01% 2211
2025
Q3 		$7.34M Buy
172,276
+10,375
+6% +$437K ﹤0.01% 2161
2025
Q2 		$6.83M Sell
161,901
-2,564
-2% -$107K ﹤0.01% 2050
2025
Q1 		$6.93M Buy
164,465
+4,469
+3% +$186K ﹤0.01% 1877
2024
Q4 		$6.6M Buy
159,996
+17,143
+12% +$720K ﹤0.01% 1840
2024
Q3 		$6.16M Buy
142,853
+8,710
+6% +$371K ﹤0.01% 1815
2024
Q2 		$5.56M Buy
134,143
+30,836
+30% +$1.27M ﹤0.01% 1770
2024
Q1 		$4.33M Buy
103,307
+31,180
+43% +$1.31M ﹤0.01% 1901
2023
Q4 		$3.06M Buy
72,127
+1,738
+2% +$70.8K ﹤0.01% 2063
2023
Q3 		$2.84M Buy
70,389
+1,204
+2% +$49.7K ﹤0.01% 2009
2023
Q2 		$2.91M Buy
69,185
+32,325
+88% +$1.37M ﹤0.01% 1942
2023
Q1 		$1.58M Buy
36,860
+416
+1% +$17.6K ﹤0.01% 2355
2022
Q4 		$1.52M Buy
36,444
+5,809
+19% +$241K ﹤0.01% 2302
2022
Q3 		$1.27M Buy
30,635
+17,783
+138% +$772K ﹤0.01% 2349
2022
Q2 		$561K Buy
12,852
+658
+5% +$29.1K ﹤0.01% 3111
2022
Q1 		$562K Buy
+12,194
New +$577K ﹤0.01% 3099

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

LPL Financial's BKAG Position: Q1 2026 in Review

LPL Financial increased its BNY Mellon Core Bond ETF (BKAG) stake by 3.6% in Q1 2026, buying an estimated $262K and bringing the position to 178,072 shares worth $7.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

LPL Financial first reported a position in BKAG in Q1 2022 and has held it in 17 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • LPL Financial held 178,072 shares of BNY Mellon Core Bond ETF worth $7.51M as of Q1 2026.
  • LPL Financial bought 6,179 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $262K.
  • BNY Mellon Core Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2252 holding.
  • LPL Financial first reported a position in BNY Mellon Core Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.