Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Northwestern Mutual Wealth Management’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 		$75.7K Buy
1,795
+277
+18% +$11.8K ﹤0.01% 2291
2025
Q4 		$64.3K Buy
1,518
+1,274
+522% +$54.3K ﹤0.01% 2301
2025
Q3 		$10.4K Sell
244
-297
-55% -$12.5K ﹤0.01% 2890
2025
Q2 		$22.8K Buy
+541
New +$22.6K ﹤0.01% 2530
2023
Q2 		– Sell
-65
Closed -$2.78K – 3360
2023
Q1 		$2.78K Buy
+65
New +$2.75K ﹤0.01% 2886

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 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 $1.15B AUM 19.91% 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

Northwestern Mutual Wealth Management's BKAG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its BNY Mellon Core Bond ETF (BKAG) stake by 18% in Q1 2026, buying an estimated $11.8K and bringing the position to 1,795 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Northwestern Mutual Wealth Management first reported a position in BKAG in Q1 2023 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,795 shares of BNY Mellon Core Bond ETF worth $75.7K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 277 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $11.8K.
  • BNY Mellon Core Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2291 holding.
  • Northwestern Mutual Wealth Management first reported a position in BNY Mellon Core Bond ETF in Q1 2023 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 Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.