GRP
DSM

Global Retirement Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Global Retirement Partners’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 		$43K Buy
+7,000
New +$42.6K ﹤0.01% 2615
2025
Q4 		– Sell
-7,000
Closed -$41.4K – 4287
2025
Q3 		$41.4K Hold
7,000
– – ﹤0.01% 2004
2025
Q2 		$39.2K Buy
+7,000
New +$39.3K ﹤0.01% 1912
2024
Q4 		$40.7K Hold
7,000
– – ﹤0.01% 1722
2024
Q3 		$43.6K Hold
7,000
– – ﹤0.01% 1622
2024
Q2 		$41.6K Buy
+7,000
New +$40.1K ﹤0.01% 1632

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

Global Retirement Partners's DSM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2026: 7,000 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #2615 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DSM as recently as Q3 2025.

Global Retirement Partners first reported a position in DSM in Q2 2024 and has held it in 6 quarters since. The position peaked at $43.6K in Q3 2024. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Global Retirement Partners held 7,000 shares of BNY Mellon Strategic Municipal Bond Fund worth $43K as of Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund was a new Global Retirement Partners position in Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2615 holding.
  • Global Retirement Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $43.6K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.