Realta Investment Advisors
Position in DSM — Bny Mellon Strategic Municipal Bond Fund, Inc.
CIK 1776792
WILMINGTON, DE
Position in DSM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$93,769
+$2,135 QoQ
Shares Held
15,247
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#63
of 86 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DSM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Realta Investment Advisors holds $5,581,750 across 18 Asset Management names. DSM ranks #18 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VFL |
abrdn National Municipal Income Fund
|
95,192 | $987,141 | |
| 2 | NPV |
Nuveen Virginia Quality Municipal Income Fund
|
51,669 | $597,810 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
48,897 | $592,631 | |
| 4 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
53,359 | $572,008 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
48,152 | $565,304 | |
| 6 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
23,015 | $330,955 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
20,502 | $259,965 | |
| 8 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
15,554 | $199,091 |
All Filings in DSM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,769 | 15,247 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $91,634 | 15,247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $94,073 | 15,247 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $90,262 | 15,247 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $85,383 | 15,247 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $87,975 | 15,247 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $88,585 | 15,247 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $94,988 | 15,247 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $90,567 | 15,247 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $89,347 | 15,247 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $87,060 | 15,247 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $81,960 | 16,491 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $93,998 | 16,491 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $99,020 | 16,476 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $95,156 | 16,463 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $86,298 | 15,247 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||