WhitTier Trust Company’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

WhitTier Trust Company’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	$131K	Hold	5,132	–	–	﹤0.01%	565
2026 Q1	$131K	Buy	+5,132	New	+$132K	﹤0.01%	553

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

WhitTier Trust Company's BKMS Position: Q2 2026 in Review

WhitTier Trust Company held its BNY Mellon Municipal Short Duration ETF (BKMS) position steady in Q2 2026 at 5,132 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

WhitTier Trust Company 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.

WhitTier Trust Company held 5,132 shares of BNY Mellon Municipal Short Duration ETF worth $131K as of Q2 2026.
WhitTier Trust Company left its BNY Mellon Municipal Short Duration ETF share count unchanged in Q2 2026.
BNY Mellon Municipal Short Duration ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #565 holding.
WhitTier Trust Company 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 WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.