Institute for Wealth Management’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Institute for Wealth Management’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
2024 Q1	–	Sell	-20,168	Closed	-$208K	–	514
2023 Q4	$208K	Hold	20,168	–	–	0.03%	457
2023 Q3	$200K	Buy	+20,168	New	+$217K	0.04%	436
2022 Q3	–	Sell	-19,794	Closed	-$258K	–	477
2022 Q2	$258K	Buy	+19,794	New	+$237K	0.05%	434

Other funds holding DMB

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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 $12.9B AUM 27.3% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's DMB Position: Q1 2024 in Review

Institute for Wealth Management sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q1 2024, closing a stake of 20,168 shares — an estimated $208K sold.

Institute for Wealth Management first reported a position in DMB in Q2 2022 and held it in 3 quarters. The position peaked at $258K in Q2 2022. 53 funds tracked by Wall St. Rank hold DMB as of Q1 2024.

Institute for Wealth Management reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q1 2024 after selling out during the quarter.
Institute for Wealth Management sold 20,168 BNY Mellon Municipal Bond Infrastructure Fund shares in Q1 2024, an estimated $208K.
Institute for Wealth Management first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q2 2022 and held it in 3 quarters.
Institute for Wealth Management's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $258K in Q2 2022.
53 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.