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Principal Securities’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,326
Closed -$99.1K – 1587
2025
Q3 		$99.1K Hold
2,326
– – ﹤0.01% 1600
2025
Q2 		$98.1K Hold
2,326
– – ﹤0.01% 1555
2025
Q1 		$95.9K Hold
2,326
– – ﹤0.01% 1461
2024
Q4 		$95.9K Buy
2,326
+270
+13% +$11.3K ﹤0.01% 1459
2024
Q3 		$88.7K Hold
2,056
– – ﹤0.01% 1453
2024
Q2 		$85.2K Hold
2,056
– – ﹤0.01% 1392
2024
Q1 		$86.1K Hold
2,056
– – ﹤0.01% 1341
2023
Q4 		$87.4K Buy
+2,056
New +$83.7K ﹤0.01% 1234

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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Principal Securities's BKAG Position: Q4 2025 in Review

Principal Securities sold out of BNY Mellon Core Bond ETF (BKAG) in Q4 2025, closing a stake of 2,326 shares — an estimated $99.1K sold.

Principal Securities first reported a position in BKAG in Q4 2023 and held it in 8 quarters. The position peaked at $99.1K in Q3 2025. 86 funds tracked by Wall St. Rank hold BKAG as of Q4 2025.

  • Principal Securities reported no remaining BNY Mellon Core Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,326 BNY Mellon Core Bond ETF shares in Q4 2025, an estimated $99.1K.
  • Principal Securities first reported a position in BNY Mellon Core Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's BNY Mellon Core Bond ETF position peaked at $99.1K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.