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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return