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

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

Historical chart of Root Financial 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 Root Financial 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $49k 8.2k 5.92

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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