Summit Trail Advisors »

Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $702k 117k 6.01

More positions owned by Summit Trail Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ollies Bargain Outlt Hldgs I (OLLI)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dlocal Class A Com (DLO)
Amphenol Corp Cl A (APH)
Amazon (AMZN)

View all positions for Summit Trail 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