RIL
DSM

Rothschild Investment LLC’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Rothschild Investment LLC’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
Q3 		– Sell
-40,485
Closed -$227K – 3170
2025
Q2 		$227K Hold
40,485
– – 0.01% 480
2025
Q1 		$234K Hold
40,485
– – 0.02% 474
2024
Q4 		$235K Hold
40,485
– – 0.02% 469
2024
Q3 		$252K Hold
40,485
– – 0.02% 461
2024
Q2 		$240K Hold
40,485
– – 0.02% 455
2024
Q1 		$237K Hold
40,485
– – 0.02% 440
2023
Q4 		$231K Buy
+40,485
New +$211K 0.02% 386

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Rothschild Investment LLC's DSM Position: Q3 2025 in Review

Rothschild Investment LLC sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2025, closing a stake of 40,485 shares — an estimated $227K sold.

Rothschild Investment LLC first reported a position in DSM in Q4 2023 and held it in 7 quarters. The position peaked at $252K in Q3 2024. 91 funds tracked by Wall St. Rank hold DSM as of Q3 2025.

  • Rothschild Investment LLC reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 40,485 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2025, an estimated $227K.
  • Rothschild Investment LLC first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2023 and held it in 7 quarters.
  • Rothschild Investment LLC's BNY Mellon Strategic Municipal Bond Fund position peaked at $252K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.