CCFM
DSM

Clear Creek Financial Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Clear Creek Financial Management’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
Q1 		– Sell
-11,910
Closed -$69.2K – 525
2024
Q4 		$69.2K Hold
11,910
– – 0.01% 463
2024
Q3 		$74.2K Hold
11,910
– – 0.01% 453
2024
Q2 		$70.7K Hold
11,910
– – 0.01% 441
2024
Q1 		$69.8K Sell
11,910
-60
-0.5% -$345 0.01% 415
2023
Q4 		$68.3K Hold
11,970
– – 0.01% 338
2023
Q3 		$59.5K Hold
11,970
– – 0.01% 320
2023
Q2 		$68.2K Hold
11,970
– – 0.01% 326
2023
Q1 		$71.9K Hold
11,970
– – 0.01% 302
2022
Q4 		$69.2K Hold
11,970
– – 0.02% 293
2022
Q3 		$68K Hold
11,970
– – 0.02% 278
2022
Q2 		$74K Hold
11,970
– – 0.02% 299
2022
Q1 		$85K Hold
11,970
– – 0.01% 332
2021
Q4 		$100K Hold
11,970
– – 0.02% 345
2021
Q3 		$96K Hold
11,970
– – 0.02% 317
2021
Q2 		$99K Buy
+11,970
New +$96.9K 0.02% 325
2021
Q1 		– Sell
-11,970
Closed -$94K – 98
2020
Q4 		$94K Buy
+11,970
New +$90K 0.02% 292

Other funds holding DSM

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Creek Financial Management's DSM Position: Q1 2025 in Review

Clear Creek Financial Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2025, closing a stake of 11,910 shares — an estimated $69.2K sold.

Clear Creek Financial Management first reported a position in DSM in Q4 2020 and held it in 16 quarters. The position peaked at $100K in Q4 2021. 96 funds tracked by Wall St. Rank hold DSM as of Q1 2025.

  • Clear Creek Financial Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 11,910 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2025, an estimated $69.2K.
  • Clear Creek Financial Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and held it in 16 quarters.
  • Clear Creek Financial Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $100K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2025.

Based on Clear Creek Financial Management's 13F filing for Q1 2025, filed 28 Apr 2025.