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Triad Wealth Partners’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-558
Closed -$23.1K – 153
2024
Q2 		$23.1K Buy
+558
New +$23K 0.01% 323

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Triad Wealth Partners's BKAG Position: Q3 2024 in Review

Triad Wealth Partners sold out of BNY Mellon Core Bond ETF (BKAG) in Q3 2024, closing a stake of 558 shares — an estimated $23.1K sold.

Triad Wealth Partners first reported a position in BKAG in Q2 2024 and held it in 1 quarter. The position peaked at $23.1K in Q2 2024. 57 funds tracked by Wall St. Rank hold BKAG as of Q3 2024.

  • Triad Wealth Partners reported no remaining BNY Mellon Core Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 558 BNY Mellon Core Bond ETF shares in Q3 2024, an estimated $23.1K.
  • Triad Wealth Partners first reported a position in BNY Mellon Core Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's BNY Mellon Core Bond ETF position peaked at $23.1K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.