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

Sightline Wealth 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
Q2 		$4.72M Buy
112,492
+13,426
+14% +$563K 1.73% 17
2026
Q1 		$4.18M Buy
99,066
+50,908
+106% +$2.16M 1.77% 16
2025
Q4 		$2.04M Buy
+48,158
New +$2.05M 0.87% 26

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

Sightline Wealth Advisors's BKAG Position: Q2 2026 in Review

Sightline Wealth Advisors increased its BNY Mellon Core Bond ETF (BKAG) stake by 14% in Q2 2026, buying an estimated $563K and bringing the position to 112,492 shares worth $4.72M. The position accounts for 1.73% of the portfolio, ranked #17.

Sightline Wealth Advisors first reported a position in BKAG in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Sightline Wealth Advisors held 112,492 shares of BNY Mellon Core Bond ETF worth $4.72M as of Q2 2026.
  • Sightline Wealth Advisors bought 13,426 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $563K.
  • BNY Mellon Core Bond ETF made up 1.73% of Sightline Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Sightline Wealth Advisors first reported a position in BNY Mellon Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.