CMS
DSM

Capital Market Strategies’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Capital Market Strategies’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
Q2 		$110K Buy
19,700
+1,000
+5% +$5.61K 0.08% 135
2025
Q1 		$108K Buy
18,700
+1,481
+9% +$8.72K 0.07% 139
2024
Q4 		$100K Sell
17,219
-11,240
-39% -$67.9K 0.06% 150
2024
Q3 		$177K Hold
28,459
– – 0.11% 144
2024
Q2 		$169K Sell
28,459
-10,200
-26% -$58.4K 0.11% 144
2024
Q1 		$227K Hold
38,659
– – 0.17% 128
2023
Q4 		$221K Sell
38,659
-5,000
-11% -$26.1K 0.19% 128
2023
Q3 		$217K Sell
43,659
-5,000
-10% -$27.4K 0.22% 120
2023
Q2 		$277K Buy
48,659
+1,000
+2% +$5.72K 0.26% 103
2023
Q1 		$286K Buy
47,659
+1,700
+4% +$9.95K 0.51% 35
2022
Q4 		$266K Sell
45,959
-10,376
-18% -$58.7K 0.29% 94
2022
Q3 		$319K Hold
56,335
– – 0.36% 79
2022
Q2 		$350K Sell
56,335
-940
-2% -$6.11K 0.37% 77
2022
Q1 		$405K Sell
57,275
-200
-0.3% -$1.49K 0.35% 78
2021
Q4 		$480K Buy
+57,475
New +$470K 0.4% 68

Other funds holding DSM

SCM
Saba Capital Management New York $3.12B 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
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
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
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return