MWM
DMB

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

Melfa 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
2026
Q2 		$417K Buy
37,745
+16
+0% +$174 0.22% 89
2026
Q1 		$398K Buy
37,729
+7
+0% +$77 0.23% 95
2025
Q4 		$415K Buy
37,722
+3,750
+11% +$40.2K 0.24% 98
2025
Q3 		$363K Hold
33,972
– – 0.21% 112
2025
Q2 		$347K Hold
33,972
– – 0.22% 113
2025
Q1 		$359K Hold
33,972
– – 0.24% 102
2024
Q4 		$352K Buy
33,972
+15,000
+79% +$162K 0.24% 105
2024
Q3 		$212K Hold
18,972
– – 0.14% 162
2024
Q2 		$201K Buy
18,972
+4
+0% +$41 0.14% 154
2024
Q1 		$197K Sell
18,968
-488
-3% -$5.02K 0.14% 155
2023
Q4 		$201K Buy
19,456
+5,016
+35% +$49.2K 0.19% 111
2023
Q3 		$143K Buy
14,440
+15
+0.1% +$161 0.16% 117
2023
Q2 		$155K Sell
14,425
-4,642
-24% -$50.5K 0.16% 116
2023
Q1 		$221K Buy
19,067
+66
+0.3% +$728 0.22% 102
2022
Q4 		$200K Buy
+19,001
New +$204K 0.21% 104

Other funds holding DMB

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Melfa Wealth Management's DMB Position: Q2 2026 in Review

Melfa Wealth Management increased its BNY Mellon Municipal Bond Infrastructure Fund (DMB) stake by 0.04% in Q2 2026, buying an estimated $174 and bringing the position to 37,745 shares worth $417K. The position accounts for 0.22% of the portfolio, ranked #89.

Melfa Wealth Management first reported a position in DMB in Q4 2022 and has held it in 15 quarters since. 60 funds tracked by Wall St. Rank hold DMB as of Q2 2026.

  • Melfa Wealth Management held 37,745 shares of BNY Mellon Municipal Bond Infrastructure Fund worth $417K as of Q2 2026.
  • Melfa Wealth Management bought 16 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2026, an estimated $174.
  • BNY Mellon Municipal Bond Infrastructure Fund made up 0.22% of Melfa Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Melfa Wealth Management first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2022 and has held it in 15 quarters since.
  • 60 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.