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Second Half Financial Partners’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Second Half Financial Partners’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
Q2 		– Sell
-15,488
Closed -$653K – 91
2025
Q1 		$653K Sell
15,488
-12
-0.1% -$499 0.32% 39
2024
Q4 		$639K Buy
15,500
+427
+3% +$17.9K 0.31% 44
2024
Q3 		$650K Buy
+15,073
New +$641K 0.34% 49

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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Second Half Financial Partners's BKAG Position: Q2 2025 in Review

Second Half Financial Partners sold out of BNY Mellon Core Bond ETF (BKAG) in Q2 2025, closing a stake of 15,488 shares — an estimated $653K sold.

Second Half Financial Partners first reported a position in BKAG in Q3 2024 and held it in 3 quarters. The position peaked at $653K in Q1 2025. 75 funds tracked by Wall St. Rank hold BKAG as of Q2 2025.

  • Second Half Financial Partners reported no remaining BNY Mellon Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Second Half Financial Partners sold 15,488 BNY Mellon Core Bond ETF shares in Q2 2025, an estimated $653K.
  • Second Half Financial Partners first reported a position in BNY Mellon Core Bond ETF in Q3 2024 and held it in 3 quarters.
  • Second Half Financial Partners's BNY Mellon Core Bond ETF position peaked at $653K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2025.

Based on Second Half Financial Partners's 13F filing for Q2 2025, filed 25 Jul 2025.