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Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2k 565 5.71
2023-09-30 $2.8k 565 4.97
2023-06-30 $3.1k 565 5.51
2023-03-31 $3.3k 565 5.86
2022-12-31 $3.3k 565 5.78
2022-09-30 $3.0k 565 5.31
2022-06-30 $4.0k 565 7.08

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Total Bond Etf Etf (FBND)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Apple Stock (AAPL)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)

View all positions for Mascoma Wealth Management

Top funds holding Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable

Saba Capital Management
Pathstone Holdings
Rivernorth Capital Management
Hennion & Walsh Asset Management
Logan Stone Capital
Guggenheim Capital, LLC Managers
Advisor Group Holdings
CNH Partners
Brooklyn Capital Management
UBS Group
Van Eck Associates Corp.
Capital Investment Advisors
Wells Fargo & Company
Park Avenue Securities
Landscape Capital Management

View all funds holding Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable