AWM
DMB

Avior Wealth Management’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Avior Wealth Management’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,735
Closed -$113K – 708
2025
Q1 		$113K Buy
10,735
+3,726
+53% +$39.4K ﹤0.01% 691
2024
Q4 		$72.5K Buy
7,009
+1,131
+19% +$12.2K ﹤0.01% 1005
2024
Q3 		$65.6K Buy
5,878
+3,007
+105% +$32.6K ﹤0.01% 1024
2024
Q2 		$30.4K Buy
+2,871
New +$29.4K ﹤0.01% 1253

Other funds holding DMB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's DMB Position: Q2 2025 in Review

Avior Wealth Management sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2025, closing a stake of 10,735 shares — an estimated $113K sold.

Avior Wealth Management first reported a position in DMB in Q2 2024 and held it in 4 quarters. The position peaked at $113K in Q1 2025. 56 funds tracked by Wall St. Rank hold DMB as of Q2 2025.

  • Avior Wealth Management reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10,735 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2025, an estimated $113K.
  • Avior Wealth Management first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q2 2024 and held it in 4 quarters.
  • Avior Wealth Management's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $113K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.