SPIA
BKSB

Steward Partners Investment Advisory’s BNY Mellon Short Duration Corporate Bond ETF BKSB Stock Holding History

Steward Partners Investment Advisory’s Portfolio BKSB Stock Details BKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-779
Closed -$36K – 3481
2022
Q3 		$36K Buy
+779
New +$36.9K ﹤0.01% 1948

Other funds holding BKSB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Partners Investment Advisory's BKSB Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of BNY Mellon Short Duration Corporate Bond ETF (BKSB) in Q4 2022, closing a stake of 779 shares — an estimated $36K sold.

Steward Partners Investment Advisory first reported a position in BKSB in Q3 2022 and held it in 1 quarter. The position peaked at $36K in Q3 2022. 10 funds tracked by Wall St. Rank hold BKSB as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining BNY Mellon Short Duration Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 779 BNY Mellon Short Duration Corporate Bond ETF shares in Q4 2022, an estimated $36K.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon Short Duration Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's BNY Mellon Short Duration Corporate Bond ETF position peaked at $36K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held BNY Mellon Short Duration Corporate Bond ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.