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Sound Income Strategies’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Sound Income Strategies’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
2024
Q1 		– Sell
-1,766
Closed -$75K – 1363
2023
Q4 		$75K Buy
+1,766
New +$71.9K 0.01% 336

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Sound Income Strategies's BKAG Position: Q1 2024 in Review

Sound Income Strategies sold out of BNY Mellon Core Bond ETF (BKAG) in Q1 2024, closing a stake of 1,766 shares — an estimated $75K sold.

Sound Income Strategies first reported a position in BKAG in Q4 2023 and held it in 1 quarter. The position peaked at $75K in Q4 2023. 42 funds tracked by Wall St. Rank hold BKAG as of Q1 2024.

  • Sound Income Strategies reported no remaining BNY Mellon Core Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1,766 BNY Mellon Core Bond ETF shares in Q1 2024, an estimated $75K.
  • Sound Income Strategies first reported a position in BNY Mellon Core Bond ETF in Q4 2023 and held it in 1 quarter.
  • Sound Income Strategies's BNY Mellon Core Bond ETF position peaked at $75K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.