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 Q2	–	Sell	-8,019	Closed	-$205K	–	241
2026 Q1	$205K	Buy	+8,019	New	+$206K	0.02%	210

Other funds holding BKMS

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lyell Wealth Management's BKMS Position: Q2 2026 in Review

Lyell Wealth Management sold out of BNY Mellon Municipal Short Duration ETF (BKMS) in Q2 2026, closing a stake of 8,019 shares — an estimated $205K sold.

Lyell Wealth Management first reported a position in BKMS in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 27 funds tracked by Wall St. Rank hold BKMS as of Q2 2026.

Lyell Wealth Management reported no remaining BNY Mellon Municipal Short Duration ETF position as of Q2 2026 after selling out during the quarter.
Lyell Wealth Management sold 8,019 BNY Mellon Municipal Short Duration ETF shares in Q2 2026, an estimated $205K.
Lyell Wealth Management first reported a position in BNY Mellon Municipal Short Duration ETF in Q1 2026 and held it in 1 quarter.
Lyell Wealth Management's BNY Mellon Municipal Short Duration ETF position peaked at $205K in Q1 2026.
27 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.