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M Holdings Securities’s BNY Mellon Core Bond ETF BKAG Stock Holding History

M Holdings Securities’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 		$2.36M Buy
56,231
+16,079
+40% +$683K 0.16% 112
2025
Q4 		$1.7M Buy
+40,152
New +$1.71M 0.12% 140

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

M Holdings Securities's BKAG Position: Q1 2026 in Review

M Holdings Securities increased its BNY Mellon Core Bond ETF (BKAG) stake by 40% in Q1 2026, buying an estimated $683K and bringing the position to 56,231 shares worth $2.36M. The position accounts for 0.16% of the portfolio, ranked #112.

M Holdings Securities first reported a position in BKAG in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • M Holdings Securities held 56,231 shares of BNY Mellon Core Bond ETF worth $2.36M as of Q1 2026.
  • M Holdings Securities bought 16,079 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $683K.
  • BNY Mellon Core Bond ETF made up 0.16% of M Holdings Securities's portfolio in Q1 2026, its #112 holding.
  • M Holdings Securities first reported a position in BNY Mellon Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.