IA
DMB

IFP Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

IFP Advisors’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,448
Closed -$168K – 3628
2022
Q4 		$168K Hold
12,448
– – ﹤0.01% 1441
2022
Q3 		$168K Buy
+12,448
New +$166K ﹤0.01% 1517
2017
Q2 		– Sell
-1,875
Closed -$24K – 4101
2017
Q1 		$24K Sell
1,875
-1,625
-46% -$20.4K ﹤0.01% 2374
2016
Q4 		$43K Sell
3,500
-1,750
-33% -$22.4K ﹤0.01% 1979
2016
Q3 		$74K Buy
+5,250
New +$74.3K ﹤0.01% 1558

Other funds holding DMB

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IFP Advisors's DMB Position: Q1 2023 in Review

IFP Advisors sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q1 2023, closing a stake of 12,448 shares — an estimated $168K sold.

IFP Advisors first reported a position in DMB in Q3 2016 and held it in 5 quarters. The position peaked at $168K in Q4 2022. 56 funds tracked by Wall St. Rank hold DMB as of Q1 2023.

  • IFP Advisors reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 12,448 BNY Mellon Municipal Bond Infrastructure Fund shares in Q1 2023, an estimated $168K.
  • IFP Advisors first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q3 2016 and held it in 5 quarters.
  • IFP Advisors's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $168K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.