Carolina Wealth Advisors, LLC
Position in BKAG — BNY Mellon Core Bond ETF
CIK 1786411
MYRTLE BEACH, SC
Position in BKAG
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$12,711,399
-$282,889 QoQ
Shares Held
301,218
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKAG Over Time
Shares Held
Position Value (USD)
All Filings in BKAG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,711,399 | 301,218 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $12,994,288 | 306,592 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,223,764 | 310,417 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $664,545 | 15,755 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||