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

Symphony Financial’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	$5.12M	Buy	121,552 +6,252	+5%	+$262K	0.56%	46
2026 Q1	$4.85M	Buy	115,300 +18,940	+20%	+$804K	0.64%	44
2025 Q4	$4.1M	Buy	96,360 +7,492	+8%	+$319K	0.55%	47
2025 Q3	$3.79M	Buy	88,868 +8,598	+11%	+$363K	0.46%	54
2025 Q2	$3.37M	Buy	+80,270	New	+$3.35M	0.44%	56
2025 Q1	–	Sell	-57,170	Closed	-$2.37M	–	108
2024 Q4	$2.37M	Buy	57,170 +42,949	+302%	+$1.8M	0.37%	58
2024 Q3	$616K	Buy	+14,221	New	+$605K	0.1%	129

Other funds holding BKAG

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Symphony Financial's BKAG Position: Q2 2026 in Review

Symphony Financial increased its BNY Mellon Core Bond ETF (BKAG) stake by 5.4% in Q2 2026, buying an estimated $262K and bringing the position to 121,552 shares worth $5.12M. The position accounts for 0.56% of the portfolio, ranked #46.

Symphony Financial first reported a position in BKAG in Q3 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

Symphony Financial held 121,552 shares of BNY Mellon Core Bond ETF worth $5.12M as of Q2 2026.
Symphony Financial bought 6,252 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $262K.
BNY Mellon Core Bond ETF made up 0.56% of Symphony Financial's portfolio in Q2 2026, its #46 holding.
Symphony Financial first reported a position in BNY Mellon Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.