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BankPlus Wealth Management LLC

Position in BKAG — BNY Mellon Core Bond ETF

CIK 2051117 JACKSON, MS

Position in BKAG

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$1,710,028
+$79,173 QoQ
Shares Held
40,522
+5.3% QoQ
Ownership
of shares outstanding
% of Portfolio
2.78%
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
2026-03-31 $1,710,028 40,522
2025-12-31 $1,630,855 38,479
2025-09-30 $1,601,760 37,600
2025-06-30 $1,508,778 35,770
2025-03-31 $1,414,556 33,576
2024-12-31 $1,167,845 28,332