Lyell Wealth Management’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

Lyell Wealth Management’s Portfolio BKMS Stock Details BKMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Buy	+8,019	New	+$206K	0.02%	210

Other funds holding BKMS

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Lyell Wealth Management's BKMS Position: Q1 2026 in Review

Lyell Wealth Management opened a new position in BNY Mellon Municipal Short Duration ETF (BKMS) in Q1 2026: 8,019 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings.

16 funds tracked by Wall St. Rank hold BKMS as of Q1 2026.

Lyell Wealth Management held 8,019 shares of BNY Mellon Municipal Short Duration ETF worth $205K as of Q1 2026.
BNY Mellon Municipal Short Duration ETF was a new Lyell Wealth Management position in Q1 2026.
BNY Mellon Municipal Short Duration ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #210 holding.
16 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.