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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $140k 24k 5.92
2025-06-30 $132k 24k 5.60
2025-03-31 $136k 24k 5.77
2024-12-31 $137k 24k 5.81
2024-09-30 $147k 24k 6.23
2024-06-30 $140k 24k 5.94

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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