Lord & Richards Wealth Management, LLC
Position in BKAG — BNY Mellon Core Bond ETF
CIK 2045252
HIGHLANDS RANCH, CO
Position in BKAG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$10,116,014
-$12,079 QoQ
Shares Held
239,716
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,116,014 | 239,716 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,128,093 | 238,966 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,683,192 | 227,305 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,974,846 | 212,775 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,620,977 | 180,892 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,159,140 | 76,641 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||