IAA
DSM

Ironsides Asset Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Ironsides Asset Advisors’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
2024
Q2 		– Sell
-16,889
Closed -$99K – 73
2024
Q1 		$99K Buy
16,889
+695
+4% +$4K 0.03% 88
2023
Q4 		$92.5K Buy
16,194
+1,931
+14% +$10.1K 0.04% 78
2023
Q3 		$70.9K Buy
14,263
+3,618
+34% +$19.9K 0.03% 86
2023
Q2 		$60.4K Buy
+10,645
New +$60.9K 0.03% 92

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Ironsides Asset Advisors's DSM Position: Q2 2024 in Review

Ironsides Asset Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2024, closing a stake of 16,889 shares — an estimated $99K sold.

Ironsides Asset Advisors first reported a position in DSM in Q2 2023 and held it in 4 quarters. The position peaked at $99K in Q1 2024. 97 funds tracked by Wall St. Rank hold DSM as of Q2 2024.

  • Ironsides Asset Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Ironsides Asset Advisors sold 16,889 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2024, an estimated $99K.
  • Ironsides Asset Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2023 and held it in 4 quarters.
  • Ironsides Asset Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $99K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2024.

Based on Ironsides Asset Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.