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

RPOA 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	$870M	Sell	20,618,899 -5,324,576	-21%	-$226M	38.07%	1
2025 Q4	$1.1B	Sell	25,943,475 -172	-0%	-$7.33K	27.89%	2
2025 Q3	$1.11B	Buy	25,943,647 +239,571	+0.9%	+$10.1M	28.12%	2
2025 Q2	$1.08B	Sell	25,704,076 -1,533,275	-6%	-$63.9M	28.91%	2
2025 Q1	$1.15B	Sell	27,237,351 -483,819	-2%	-$20.1M	31.21%	2
2024 Q4	$1.14B	Sell	27,721,170 -174,677	-0.6%	-$7.33M	30.89%	2
2024 Q3	$1.2B	Buy	27,895,847 +1,083,401	+4%	+$46.1M	31.98%	2
2024 Q2	$1.11B	Buy	26,812,446 +971,067	+4%	+$40M	31.5%	2
2024 Q1	$1.08B	Buy	25,841,379 +231,986	+0.9%	+$9.71M	30.75%	2
2023 Q4	$1.09B	Buy	+25,609,393	New	+$1.04B	32.56%	2

Other funds holding BKAG

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

RPOA Advisors's BKAG Position: Q1 2026 in Review

RPOA Advisors reduced its BNY Mellon Core Bond ETF (BKAG) stake by 21% in Q1 2026, selling an estimated $226M and leaving 20,618,899 shares worth $870M. The position accounts for 38.07% of the portfolio, ranked #1.

RPOA Advisors first reported a position in BKAG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2B in Q3 2024. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

RPOA Advisors held 20,618,899 shares of BNY Mellon Core Bond ETF worth $870M as of Q1 2026.
RPOA Advisors sold 5,324,576 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $226M.
BNY Mellon Core Bond ETF made up 38.07% of RPOA Advisors's portfolio in Q1 2026, its #1 holding.
RPOA Advisors first reported a position in BNY Mellon Core Bond ETF in Q4 2023 and has held it in 10 quarters since.
RPOA Advisors's BNY Mellon Core Bond ETF position peaked at $1.2B in Q3 2024.
89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on RPOA Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.