Northwestern Mutual Wealth Management
DSM

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

Northwestern Mutual 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
2026
Q1 		– Sell
-500
Closed -$3.08K – 4217
2025
Q4 		$3.08K Buy
+500
New +$2.99K ﹤0.01% 3363
2024
Q1 		– Sell
-365
Closed -$2.08K – 3622
2023
Q4 		$2.08K Buy
+365
New +$1.91K ﹤0.01% 3047
2022
Q4 		– Sell
-29,059
Closed -$165K – 3351
2022
Q3 		$165K Sell
29,059
-1,725
-6% -$11K ﹤0.01% 1454
2022
Q2 		$191K Sell
30,784
-19,234
-38% -$125K ﹤0.01% 1401
2022
Q1 		$353K Sell
50,018
-9,094
-15% -$67.8K ﹤0.01% 1215
2021
Q4 		$494K Buy
59,112
+5,186
+10% +$42.4K ﹤0.01% 1079
2021
Q3 		$430K Sell
53,926
-3,583
-6% -$29.9K ﹤0.01% 1048
2021
Q2 		$474K Buy
57,509
+42,971
+296% +$348K ﹤0.01% 1003
2021
Q1 		$115K Hold
14,538
– – ﹤0.01% 1434
2020
Q4 		$115K Buy
14,538
+12,315
+554% +$92.6K ﹤0.01% 1350
2020
Q3 		$16K Buy
2,223
+2,022
+1,006% +$15.2K ﹤0.01% 1863
2020
Q2 		$1K Hold
201
– – ﹤0.01% 2274
2020
Q1 		$1K Hold
201
– – ﹤0.01% 2372
2019
Q4 		$2K Hold
201
– – ﹤0.01% 2209
2019
Q3 		$2K Hold
201
– – ﹤0.01% 2264
2019
Q2 		$2K Hold
201
– – ﹤0.01% 2300
2019
Q1 		$2K Buy
+201
New +$1.51K ﹤0.01% 2299
2017
Q4 		– Sell
-1,450
Closed -$12K – 2328
2017
Q3 		$12K Hold
1,450
– – ﹤0.01% 1603
2017
Q2 		$12K Hold
1,450
– – ﹤0.01% 1540
2017
Q1 		$12K Hold
1,450
– – ﹤0.01% 1479
2016
Q4 		$12K Hold
1,450
– – ﹤0.01% 1535
2016
Q3 		$13K Hold
1,450
– – ﹤0.01% 1401
2016
Q2 		$13K Hold
1,450
– – ﹤0.01% 1282
2016
Q1 		$12K Sell
1,450
-4,749
-77% -$39.7K ﹤0.01% 1362
2015
Q4 		$50K Buy
6,199
+4,749
+328% +$37.7K ﹤0.01% 787
2015
Q3 		$11K Hold
1,450
– – ﹤0.01% 1053
2015
Q2 		$11K Hold
1,450
– – ﹤0.01% 973
2015
Q1 		$12K Buy
+1,450
New +$11.7K ﹤0.01% 987

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's DSM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2026, closing a stake of 500 shares — an estimated $3.08K sold.

Northwestern Mutual Wealth Management first reported a position in DSM in Q1 2015 and held it in 28 quarters. The position peaked at $494K in Q4 2021. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 500 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2026, an estimated $3.08K.
  • Northwestern Mutual Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2015 and held it in 28 quarters.
  • Northwestern Mutual Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $494K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.