MWM
DSM

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

Modern 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
-23,593
Closed -$140K – 856
2025
Q3 		$140K Hold
23,593
– – ﹤0.01% 782
2025
Q2 		$132K Hold
23,593
– – ﹤0.01% 757
2025
Q1 		$136K Hold
23,593
– – ﹤0.01% 660
2024
Q4 		$137K Hold
23,593
– – 0.01% 566
2024
Q3 		$147K Hold
23,593
– – 0.01% 426
2024
Q2 		$140K Buy
+23,593
New +$135K 0.01% 392

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

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

Modern Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2025, closing a stake of 23,593 shares — an estimated $140K sold.

Modern Wealth Management first reported a position in DSM in Q2 2024 and held it in 6 quarters. The position peaked at $147K in Q3 2024. 85 funds tracked by Wall St. Rank hold DSM as of Q4 2025.

  • Modern Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 23,593 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2025, an estimated $140K.
  • Modern Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2024 and held it in 6 quarters.
  • Modern Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $147K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.