Morgan Stanley’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

Morgan Stanley’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	$357K	Buy	13,975 +1,956	+16%	+$49.9K	﹤0.01%	5699
2026 Q1	$307K	Buy	+12,019	New	+$308K	﹤0.01%	5688

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley's BKMS Position: Q2 2026 in Review

Morgan Stanley increased its BNY Mellon Municipal Short Duration ETF (BKMS) stake by 16% in Q2 2026, buying an estimated $49.9K and bringing the position to 13,975 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #5699.

Morgan Stanley first reported a position in BKMS in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold BKMS as of Q2 2026.

Morgan Stanley held 13,975 shares of BNY Mellon Municipal Short Duration ETF worth $357K as of Q2 2026.
Morgan Stanley bought 1,956 BNY Mellon Municipal Short Duration ETF shares in Q2 2026, an estimated $49.9K.
BNY Mellon Municipal Short Duration ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5699 holding.
Morgan Stanley first reported a position in BNY Mellon Municipal Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
27 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.