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Merited Wealth’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Merited Wealth’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
Q2 		$3.45M Buy
82,171
+64,339
+361% +$2.7M 2.44% 8
2026
Q1 		$753K Buy
+17,832
New +$757K 0.62% 42

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Merited Wealth's BKAG Position: Q2 2026 in Review

Merited Wealth increased its BNY Mellon Core Bond ETF (BKAG) stake by 361% in Q2 2026, buying an estimated $2.7M and bringing the position to 82,171 shares worth $3.45M. The position accounts for 2.44% of the portfolio, ranked #8.

Merited Wealth first reported a position in BKAG in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Merited Wealth held 82,171 shares of BNY Mellon Core Bond ETF worth $3.45M as of Q2 2026.
  • Merited Wealth bought 64,339 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $2.7M.
  • BNY Mellon Core Bond ETF made up 2.44% of Merited Wealth's portfolio in Q2 2026, its #8 holding.
  • Merited Wealth first reported a position in BNY Mellon Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.