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

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $30k 5.0k 5.95
2025-03-31 $68k 12k 5.79
2024-12-31 $198k 34k 5.82
2024-09-30 $224k 36k 6.22
2024-06-30 $214k 36k 5.94
2024-03-31 $211k 36k 5.86
2023-12-31 $206k 36k 5.72
2023-09-30 $89k 18k 4.94

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Gold Trust Etf (IAU)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard International High Dividend Yield Etf Etf (VYMI)
State Street Utilities Select Sector Spdr Etf Etf (XLU)

View all positions for Archetype Wealth Partners

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

Saba Capital Management
Brooklyn Capital Management
Pathstone Holdings
Sit Investment Associates
Rivernorth Capital Management
Guggenheim Capital, LLC Managers
Karpus Investment Management
Almitas Capital
Hennion & Walsh Asset Management
LPL Financial
Robinson Capital Management
Wells Fargo & Company
Van Eck Associates Corp.
Advisors Asset Management
Morgan Stanley

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