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Wealth Forward LLC’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Wealth Forward LLC’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 		$8.77M Buy
207,879
+3,793
+2% +$161K 4.95% 9
2025
Q4 		$8.65M Buy
204,086
+4,137
+2% +$176K 4.89% 9
2025
Q3 		$8.52M Buy
+199,949
New +$8.43M 4.95% 9

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 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 $1.03B AUM 16.43% 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

Wealth Forward LLC's BKAG Position: Q1 2026 in Review

Wealth Forward LLC increased its BNY Mellon Core Bond ETF (BKAG) stake by 1.9% in Q1 2026, buying an estimated $161K and bringing the position to 207,879 shares worth $8.77M. The position accounts for 4.95% of the portfolio, ranked #9.

Wealth Forward LLC first reported a position in BKAG in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Wealth Forward LLC held 207,879 shares of BNY Mellon Core Bond ETF worth $8.77M as of Q1 2026.
  • Wealth Forward LLC bought 3,793 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $161K.
  • BNY Mellon Core Bond ETF made up 4.95% of Wealth Forward LLC's portfolio in Q1 2026, its #9 holding.
  • Wealth Forward LLC first reported a position in BNY Mellon Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.