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Realta Investment Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Realta Investment Advisors’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
Q2 		$93.8K Hold
15,247
– – 0.03% 241
2026
Q1 		$91.6K Hold
15,247
– – 0.03% 229
2025
Q4 		$94.1K Hold
15,247
– – 0.03% 223
2025
Q3 		$90.3K Hold
15,247
– – 0.03% 214
2025
Q2 		$85.4K Hold
15,247
– – 0.03% 207
2025
Q1 		$88K Hold
15,247
– – 0.04% 209
2024
Q4 		$89.3K Hold
15,247
– – 0.04% 223
2024
Q3 		$93.8K Hold
15,247
– – 0.04% 216
2024
Q2 		$90.6K Hold
15,247
– – 0.02% 478
2024
Q1 		$89.3K Hold
15,247
– – 0.02% 489
2023
Q4 		$87.1K Sell
15,247
-1,244
-8% -$6.5K 0.02% 431
2023
Q3 		$94K Hold
16,491
– – 0.02% 466
2023
Q2 		$94K Buy
16,491
+15
+0.1% +$86 0.02% 492
2023
Q1 		$99K Buy
16,476
+13
+0.1% +$76 0.02% 412
2022
Q4 		$95.2K Buy
16,463
+1,216
+8% +$6.88K 0.02% 487
2022
Q3 		$86K Buy
+15,247
New +$96.8K 0.02% 471

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Realta Investment Advisors's DSM Position: Q2 2026 in Review

Realta Investment Advisors held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 15,247 shares worth $93.8K. The position accounts for 0.03% of the portfolio, ranked #241.

Realta Investment Advisors first reported a position in DSM in Q3 2022 and has held it in 16 quarters since. The position peaked at $99K in Q1 2023. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Realta Investment Advisors held 15,247 shares of BNY Mellon Strategic Municipal Bond Fund worth $93.8K as of Q2 2026.
  • Realta Investment Advisors left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.03% of Realta Investment Advisors's portfolio in Q2 2026, its #241 holding.
  • Realta Investment Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2022 and has held it in 16 quarters since.
  • Realta Investment Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $99K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.