CWA
DSM

CJM Wealth Advisers’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

CJM Wealth Advisers’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
2026
Q2 		$97.5K Buy
15,847
+212
+1% +$1.29K 0.03% 77
2026
Q1 		$94K Buy
15,635
+192
+1% +$1.17K 0.03% 71
2025
Q4 		$95.3K Buy
15,443
+237
+2% +$1.42K 0.03% 73
2025
Q3 		$90K Buy
15,206
+125
+0.8% +$710 0.03% 73
2025
Q2 		$84.5K Buy
15,081
+159
+1% +$892 0.03% 69
2025
Q1 		$86.1K Buy
+14,922
New +$87.9K 0.03% 67

Other funds holding DSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CJM Wealth Advisers's DSM Position: Q2 2026 in Review

CJM Wealth Advisers increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 1.4% in Q2 2026, buying an estimated $1.29K and bringing the position to 15,847 shares worth $97.5K. The position accounts for 0.03% of the portfolio, ranked #77.

CJM Wealth Advisers first reported a position in DSM in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • CJM Wealth Advisers held 15,847 shares of BNY Mellon Strategic Municipal Bond Fund worth $97.5K as of Q2 2026.
  • CJM Wealth Advisers bought 212 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $1.29K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.03% of CJM Wealth Advisers's portfolio in Q2 2026, its #77 holding.
  • CJM Wealth Advisers first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.