Ackerman Capital Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,471	Closed	-$228K	–	110
2023 Q3	$228K	Sell	4,471 -244	-5%	-$12.8K	0.06%	85
2023 Q2	$251K	Sell	4,715 -194	-4%	-$10.3K	0.07%	92
2023 Q1	$263K	Hold	4,909	–	–	0.07%	84
2022 Q4	$257K	Hold	4,909	–	–	0.07%	95
2022 Q3	$248K	Hold	4,909	–	–	0.07%	84
2022 Q2	$258K	Sell	4,909 -145	-3%	-$7.66K	0.07%	89
2022 Q1	$276K	Sell	5,054 -2,301	-31%	-$129K	0.07%	98
2021 Q4	$426K	Hold	7,355	–	–	0.1%	77
2021 Q3	$426K	Hold	7,355	–	–	0.1%	71
2021 Q2	$430K	Hold	7,355	–	–	0.1%	72
2021 Q1	$424K	Hold	7,355	–	–	0.1%	77
2020 Q4	$428K	Sell	7,355 -1,398	-16%	-$80.6K	0.11%	72
2020 Q3	$503K	Sell	8,753 -274	-3%	-$15.8K	0.14%	57
2020 Q2	$519K	Buy	+9,027	New	+$511K	0.16%	55