BFP
DSM

Briaud Financial Planning’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Briaud Financial Planning’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-874
Closed -$4K – 102
2025
Q2 		$4K Hold
874
– – ﹤0.01% 291
2025
Q1 		$5K Hold
874
– – ﹤0.01% 158
2024
Q4 		$5K Hold
874
– – ﹤0.01% 152
2024
Q3 		$5K Hold
874
– – ﹤0.01% 116
2024
Q2 		$5K Hold
874
– – ﹤0.01% 113
2024
Q1 		$6K Buy
+874
New +$5.03K ﹤0.01% 104
2023
Q4 		– Sell
-874
Closed -$4K – 60
2023
Q3 		$4K Buy
+874
New +$4.8K ﹤0.01% 120

Other funds holding DSM

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Briaud Financial Planning's DSM Position: Q3 2025 in Review

Briaud Financial Planning sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2025, closing a stake of 874 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in DSM in Q3 2023 and held it in 7 quarters. The position peaked at $6K in Q1 2024. 91 funds tracked by Wall St. Rank hold DSM as of Q3 2025.

  • Briaud Financial Planning reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 874 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's BNY Mellon Strategic Municipal Bond Fund position peaked at $6K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.