PAW
DSM

Plan A Wealth’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Plan A Wealth’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
-10,500
Closed -$64.8K – 182
2025
Q4 		$64.8K Hold
10,500
– – 0.03% 166
2025
Q3 		$62.2K Hold
10,500
– – 0.03% 168
2025
Q2 		$58.8K Hold
10,500
– – 0.03% 149
2025
Q1 		$60.6K Hold
10,500
– – 0.05% 117
2024
Q4 		$61K Buy
+10,500
New +$63.4K 0.06% 94

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

Plan A Wealth's DSM Position: Q1 2026 in Review

Plan A Wealth sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2026, closing a stake of 10,500 shares — an estimated $64.8K sold.

Plan A Wealth first reported a position in DSM in Q4 2024 and held it in 5 quarters. The position peaked at $64.8K in Q4 2025. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • Plan A Wealth reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Plan A Wealth sold 10,500 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2026, an estimated $64.8K.
  • Plan A Wealth first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2024 and held it in 5 quarters.
  • Plan A Wealth's BNY Mellon Strategic Municipal Bond Fund position peaked at $64.8K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on Plan A Wealth's 13F filing for Q1 2026, filed 15 May 2026.