NewEdge Advisors’s BNY Mellon Core Bond ETF BKAG Stock Holding History

NewEdge Advisors’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	$2.57M	Buy	60,984 +40,369	+196%	+$1.71M	0.01%	975
2025 Q4	$874K	Buy	+20,615	New	+$878K	﹤0.01%	1575
2025 Q1	–	Sell	-1,264	Closed	-$52.1K	–	3970
2024 Q4	$52.1K	Buy	1,264 +1,104	+690%	+$46.3K	﹤0.01%	2513
2024 Q3	$6.9K	Sell	160 -7,385	-98%	-$314K	﹤0.01%	3055
2024 Q2	$313K	Buy	+7,545	New	+$311K	﹤0.01%	1697

Other funds holding BKAG

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

NewEdge Advisors's BKAG Position: Q1 2026 in Review

NewEdge Advisors increased its BNY Mellon Core Bond ETF (BKAG) stake by 196% in Q1 2026, buying an estimated $1.71M and bringing the position to 60,984 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #975.

NewEdge Advisors first reported a position in BKAG in Q2 2024 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

NewEdge Advisors held 60,984 shares of BNY Mellon Core Bond ETF worth $2.57M as of Q1 2026.
NewEdge Advisors bought 40,369 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $1.71M.
BNY Mellon Core Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #975 holding.
NewEdge Advisors first reported a position in BNY Mellon Core Bond ETF in Q2 2024 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.