MWM
DSM

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

Mascoma 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
2025
Q4 		– Sell
-565
Closed -$3.35K – 500
2025
Q3 		$3.35K Hold
565
– – ﹤0.01% 405
2025
Q2 		$3.16K Hold
565
– – ﹤0.01% 415
2025
Q1 		$3.26K Hold
565
– – ﹤0.01% 436
2024
Q4 		$3.28K Hold
565
– – ﹤0.01% 441
2024
Q3 		$3.52K Hold
565
– – ﹤0.01% 412
2024
Q2 		$3.36K Hold
565
– – ﹤0.01% 443
2024
Q1 		$3.31K Hold
565
– – ﹤0.01% 414
2023
Q4 		$3.23K Hold
565
– – ﹤0.01% 425
2023
Q3 		$2.81K Hold
565
– – ﹤0.01% 449
2023
Q2 		$3.11K Hold
565
– – ﹤0.01% 429
2023
Q1 		$3.31K Hold
565
– – ﹤0.01% 521
2022
Q4 		$3.27K Hold
565
– – ﹤0.01% 536
2022
Q3 		$3K Hold
565
– – ﹤0.01% 525
2022
Q2 		$4K Buy
+565
New +$3.67K ﹤0.01% 516

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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mascoma Wealth Management's DSM Position: Q4 2025 in Review

Mascoma Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2025, closing a stake of 565 shares — an estimated $3.35K sold.

Mascoma Wealth Management first reported a position in DSM in Q2 2022 and held it in 14 quarters. The position peaked at $4K in Q2 2022. 85 funds tracked by Wall St. Rank hold DSM as of Q4 2025.

  • Mascoma Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 565 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2025, an estimated $3.35K.
  • Mascoma Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2022 and held it in 14 quarters.
  • Mascoma Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $4K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.