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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
2025-09-30 $3.3k 565 5.92
2025-06-30 $3.2k 565 5.60
2025-03-31 $3.3k 565 5.77
2024-12-31 $3.3k 565 5.81
2024-09-30 $3.5k 565 6.23
2024-06-30 $3.4k 565 5.94
2024-03-31 $3.3k 565 5.86
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)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

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
Brooklyn Capital Management
Sit Investment Associates
Rivernorth Capital Management
Guggenheim Capital, LLC Managers
Karpus Investment Management
Almitas Capital
LPL Financial
Hennion & Walsh Asset Management
Wells Fargo & Company
Morgan Stanley
Gridiron Partners
Thomas J. Herzfeld Advisors
Advisors Asset Management

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