SDAM
DSM

Shulman DeMeo Asset Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Shulman DeMeo Asset 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
Q2 		$63.5K Sell
10,317
-130
-1% -$791 0.01% 144
2026
Q1 		$62.8K Buy
+10,447
New +$63.8K 0.01% 138
2019
Q3 		– Sell
-15,262
Closed -$121K – 136
2019
Q2 		$121K Sell
15,262
-899
-6% -$7.08K 0.04% 129
2019
Q1 		$125K Sell
16,161
-756
-4% -$5.67K 0.05% 127
2018
Q4 		$118K Buy
+16,917
New +$119K 0.07% 68

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 $3.5B AUM 41.95% 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

Shulman DeMeo Asset Management's DSM Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 1.2% in Q2 2026, selling an estimated $791 and leaving 10,317 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #144.

Shulman DeMeo Asset Management first reported a position in DSM in Q4 2018 and has held it in 5 quarters since. The position peaked at $125K in Q1 2019. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Shulman DeMeo Asset Management held 10,317 shares of BNY Mellon Strategic Municipal Bond Fund worth $63.5K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 130 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $791.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.01% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #144 holding.
  • Shulman DeMeo Asset Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2018 and has held it in 5 quarters since.
  • Shulman DeMeo Asset Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $125K in Q1 2019.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.