B. Riley Wealth Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

B. Riley Wealth Advisors’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 Q4	–	Sell	-22,260	Closed	-$238K	–	1064
2025 Q3	$238K	Hold	22,260	–	–	0.01%	820
2025 Q2	$227K	Buy	+22,260	New	+$225K	0.01%	828
2024 Q4	$231K	Sell	22,260 -500	-2%	-$5.39K	0.01%	973
2024 Q3	$255K	Sell	22,760 -2,700	-11%	-$29.3K	0.01%	1033
2024 Q2	$270K	Buy	25,460 +7,800	+44%	+$79.8K	0.01%	1080
2024 Q1	$176K	Buy	17,660 +700	+4%	+$7.21K	﹤0.01%	1295
2023 Q4	$175K	Sell	16,960 -700	-4%	-$6.87K	﹤0.01%	1280
2023 Q3	$176K	Buy	17,660 +4,670	+36%	+$50.2K	﹤0.01%	1295
2023 Q2	$140K	Buy	+12,990	New	+$141K	﹤0.01%	1394

Other funds holding DMB

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

B. Riley Wealth Advisors's DMB Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2025, closing a stake of 22,260 shares — an estimated $238K sold.

B. Riley Wealth Advisors first reported a position in DMB in Q2 2023 and held it in 9 quarters. The position peaked at $270K in Q2 2024. 56 funds tracked by Wall St. Rank hold DMB as of Q4 2025.

B. Riley Wealth Advisors reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 22,260 BNY Mellon Municipal Bond Infrastructure Fund shares in Q4 2025, an estimated $238K.
B. Riley Wealth Advisors first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q2 2023 and held it in 9 quarters.
B. Riley Wealth Advisors's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $270K in Q2 2024.
56 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.