BWM
DMF

Bernard Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History

Bernard Wealth Management’s Portfolio DMF Stock Details DMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,458
Closed -$17.6K – 331
2025
Q1 		$17.6K Buy
2,458
+20
+0.8% +$144 0.01% 194
2024
Q4 		$17.3K Buy
+2,438
New +$17.7K 0.01% 190

Other funds holding DMF

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bernard Wealth Management's DMF Position: Q2 2025 in Review

Bernard Wealth Management sold out of BNY Mellon Municipal Income (DMF) in Q2 2025, closing a stake of 2,458 shares — an estimated $17.6K sold.

Bernard Wealth Management first reported a position in DMF in Q4 2024 and held it in 2 quarters. The position peaked at $17.6K in Q1 2025. 1 fund tracked by Wall St. Rank holds DMF as of Q2 2025.

  • Bernard Wealth Management reported no remaining BNY Mellon Municipal Income position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 2,458 BNY Mellon Municipal Income shares in Q2 2025, an estimated $17.6K.
  • Bernard Wealth Management first reported a position in BNY Mellon Municipal Income in Q4 2024 and held it in 2 quarters.
  • Bernard Wealth Management's BNY Mellon Municipal Income position peaked at $17.6K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.