NRI
BKAG icon

NFP Retirement Inc’s BNY Mellon Core Bond ETF BKAG Stock Holding History

NFP Retirement Inc’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
2024
Q3 		– Sell
-6,470
Closed -$268K – 285
2024
Q2 		$268K Sell
6,470
-779
-11% -$32.1K 0.02% 238
2024
Q1 		$304K Buy
7,249
+1,186
+20% +$49.7K 0.03% 226
2023
Q4 		$258K Buy
6,063
+994
+20% +$40.5K 0.04% 209
2023
Q3 		$204K Buy
+5,069
New +$209K 0.04% 215
2023
Q2 		– Sell
-4,717
Closed -$202K – 231
2023
Q1 		$202K Buy
+4,717
New +$200K 0.04% 230

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

NFP Retirement Inc's BKAG Position: Q3 2024 in Review

NFP Retirement Inc sold out of BNY Mellon Core Bond ETF (BKAG) in Q3 2024, closing a stake of 6,470 shares — an estimated $268K sold.

NFP Retirement Inc first reported a position in BKAG in Q1 2023 and held it in 5 quarters. The position peaked at $304K in Q1 2024. 57 funds tracked by Wall St. Rank hold BKAG as of Q3 2024.

  • NFP Retirement Inc reported no remaining BNY Mellon Core Bond ETF position as of Q3 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 6,470 BNY Mellon Core Bond ETF shares in Q3 2024, an estimated $268K.
  • NFP Retirement Inc first reported a position in BNY Mellon Core Bond ETF in Q1 2023 and held it in 5 quarters.
  • NFP Retirement Inc's BNY Mellon Core Bond ETF position peaked at $304K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q3 2024.

Based on NFP Retirement Inc's 13F filing for Q3 2024, filed 13 Feb 2025.