Darwin Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Darwin Wealth 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
2026 Q2	$6.15K	Hold	1,000	–	–	﹤0.01%	426
2026 Q1	$6.01K	Hold	1,000	–	–	﹤0.01%	404
2025 Q4	$6.17K	Hold	1,000	–	–	﹤0.01%	424
2025 Q3	$5.92K	Hold	1,000	–	–	﹤0.01%	419
2025 Q2	$5.6K	Hold	1,000	–	–	﹤0.01%	406
2025 Q1	$5.81K	Hold	1,000	–	–	﹤0.01%	425
2024 Q4	$5.81K	Hold	1,000	–	–	﹤0.01%	425
2024 Q3	$6.23K	Buy	+1,000	New	+$6.07K	﹤0.01%	428
2020 Q2	–	Sell	-1,000	Closed	-$7K	–	299
2020 Q1	$7K	Buy	+1,000	New	+$7.78K	﹤0.01%	538

Other funds holding DSM

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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

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

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Darwin Wealth Management's DSM Position: Q2 2026 in Review

Darwin Wealth Management held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 1,000 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Darwin Wealth Management first reported a position in DSM in Q1 2020 and has held it in 9 quarters since. The position peaked at $7K in Q1 2020. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

Darwin Wealth Management held 1,000 shares of BNY Mellon Strategic Municipal Bond Fund worth $6.15K as of Q2 2026.
Darwin Wealth Management left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q2 2026.
BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #426 holding.
Darwin Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $7K in Q1 2020.
86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.