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Oath Planning’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Oath Planning’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 		$223K Buy
+5,322
New +$223K 0.17% 70

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

Oath Planning's BKAG Position: Q2 2026 in Review

Oath Planning opened a new position in BNY Mellon Core Bond ETF (BKAG) in Q2 2026: 5,322 shares worth $223K. The stake represents 0.17% of the portfolio and ranks #70 among its holdings.

95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Oath Planning held 5,322 shares of BNY Mellon Core Bond ETF worth $223K as of Q2 2026.
  • BNY Mellon Core Bond ETF was a new Oath Planning position in Q2 2026.
  • BNY Mellon Core Bond ETF made up 0.17% of Oath Planning's portfolio in Q2 2026, its #70 holding.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.