WR Wealth Planners’s BNY Mellon Short Duration Corporate Bond ETF BKSB Stock Holding History

WR Wealth Planners’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
2023 Q3	–	Sell	-299	Closed	-$14.1K	–	951
2023 Q2	$14.1K	Hold	299	–	–	0.01%	489
2023 Q1	$14.2K	Sell	299 -274	-48%	-$12.9K	0.01%	480
2022 Q4	$26.8K	Sell	573 -1,435	-71%	-$66.6K	0.02%	203
2022 Q3	$92.8K	Hold	2,008	–	–	0.07%	129
2022 Q2	$95.2K	Sell	2,008 -9,937	-83%	-$474K	0.06%	136
2022 Q1	$580K	Buy	+11,945	New	+$590K	0.35%	51

WR Wealth Planners's BKSB Position: Q3 2023 in Review

WR Wealth Planners sold out of BNY Mellon Short Duration Corporate Bond ETF (BKSB) in Q3 2023, closing a stake of 299 shares — an estimated $14.1K sold.

WR Wealth Planners first reported a position in BKSB in Q1 2022 and held it in 6 quarters. The position peaked at $580K in Q1 2022. 0 funds tracked by Wall St. Rank hold BKSB as of Q3 2023.

WR Wealth Planners reported no remaining BNY Mellon Short Duration Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WR Wealth Planners sold 299 BNY Mellon Short Duration Corporate Bond ETF shares in Q3 2023, an estimated $14.1K.
WR Wealth Planners first reported a position in BNY Mellon Short Duration Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
WR Wealth Planners's BNY Mellon Short Duration Corporate Bond ETF position peaked at $580K in Q1 2022.
0 funds tracked by Wall St. Rank held BNY Mellon Short Duration Corporate Bond ETF as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.