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Stiles Financial Services’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Stiles Financial Services’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 		$1.39M Buy
32,825
+1,909
+6% +$81.1K 0.42% 67
2025
Q4 		$1.31M Buy
+30,916
New +$1.32M 0.4% 71

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
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 $1.15B AUM 19.91% 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

Stiles Financial Services's BKAG Position: Q1 2026 in Review

Stiles Financial Services increased its BNY Mellon Core Bond ETF (BKAG) stake by 6.2% in Q1 2026, buying an estimated $81.1K and bringing the position to 32,825 shares worth $1.39M. The position accounts for 0.42% of the portfolio, ranked #67.

Stiles Financial Services first reported a position in BKAG in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Stiles Financial Services held 32,825 shares of BNY Mellon Core Bond ETF worth $1.39M as of Q1 2026.
  • Stiles Financial Services bought 1,909 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $81.1K.
  • BNY Mellon Core Bond ETF made up 0.42% of Stiles Financial Services's portfolio in Q1 2026, its #67 holding.
  • Stiles Financial Services first reported a position in BNY Mellon Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.