Petersen Hastings Wealth Advisors »

Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable shares owned by Petersen Hastings Wealth Advisors

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

Historical chart of Petersen Hastings Wealth Advisors 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 Petersen Hastings Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable by Petersen Hastings Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $174k 29k 6.01

More positions owned by Petersen Hastings Wealth Advisors

Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for Petersen Hastings Wealth Advisors

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