Creative Planning’s BNY Mellon Municipal Income DMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,921
| Closed | -$78.4K | – | 3715 |
|
|
2025
Q1 | $78.4K | Buy |
+10,921
| New | +$78.4K | ﹤0.01% | 3286 |
|
|
2020
Q1 | – | Sell |
-12,049
| Closed | -$107K | – | 1917 |
|
|
2019
Q4 | $107K | Buy |
+12,049
| New | +$108K | ﹤0.01% | 1745 |
|
|
2017
Q3 | – | Sell |
-3,500
| Closed | -$32K | – | 2339 |
|
|
2017
Q2 | $32K | Hold |
3,500
| – | – | ﹤0.01% | 2844 |
|
|
2017
Q1 | $31K | Hold |
3,500
| – | – | ﹤0.01% | 2810 |
|
|
2016
Q4 | $30K | Hold |
3,500
| – | – | ﹤0.01% | 2784 |
|
|
2016
Q3 | $34K | Hold |
3,500
| – | – | ﹤0.01% | 2650 |
|
|
2016
Q2 | $35K | Hold |
3,500
| – | – | ﹤0.01% | 2389 |
|
|
2016
Q1 | $34K | Buy |
3,500
+3,000
| +600% | +$28.4K | ﹤0.01% | 2365 |
|
|
2015
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 3657 |
|
|
2015
Q3 | $5K | Buy |
+500
| New | +$4.52K | ﹤0.01% | 3592 |
|
|
2015
Q1 | – | Sell |
-1,446
| Closed | -$14K | – | 4246 |
|
|
2014
Q4 | $14K | Buy |
+1,446
| New | +$13.6K | ﹤0.01% | 2903 |
|
|
2014
Q1 | – | Sell |
-2,038
| Closed | -$17K | – | 3652 |
|
|
2013
Q4 | $17K | Buy |
+2,038
| New | +$17.1K | ﹤0.01% | 2278 |
|
|
2013
Q3 | – | Sell |
-2,809
| Closed | -$26K | – | 3235 |
|
|
2013
Q2 | $26K | Buy |
+2,809
| New | +$28.7K | ﹤0.01% | 1765 |
|
Other funds holding DMF
Creative Planning's DMF Position: Q2 2025 in Review
Creative Planning sold out of BNY Mellon Municipal Income (DMF) in Q2 2025, closing a stake of 10,921 shares — an estimated $78.4K sold.
Creative Planning first reported a position in DMF in Q2 2013 and held it in 13 quarters. The position peaked at $107K in Q4 2019. 1 fund tracked by Wall St. Rank holds DMF as of Q2 2025.
- Creative Planning reported no remaining BNY Mellon Municipal Income position as of Q2 2025 after selling out during the quarter.
- Creative Planning sold 10,921 BNY Mellon Municipal Income shares in Q2 2025, an estimated $78.4K.
- Creative Planning first reported a position in BNY Mellon Municipal Income in Q2 2013 and held it in 13 quarters.
- Creative Planning's BNY Mellon Municipal Income position peaked at $107K in Q4 2019.
- 1 fund tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2025.
Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.