AllSquare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $551K | Hold |
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|
2021
Q4 | $586K | Sell |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $628K | Buy |
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|
2020
Q4 | $631K | Hold |
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|
2020
Q3 | $622K | Sell |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $674K | Sell |
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|
2019
Q4 | $686K | Buy |
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|
2019
Q3 | $682K | Sell |
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|
2019
Q2 | $690K | Sell |
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|
2019
Q1 | $693K | Sell |
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|
2018
Q4 | $760K | Buy |
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|
2018
Q3 | $704K | Buy |
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|
2018
Q2 | $705K | Buy |
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|
2018
Q1 | $677K | Buy |
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|
2017
Q4 | $621K | Sell |
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|
2017
Q3 | $623K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $608K | Sell |
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|
2016
Q4 | $612K | Buy |
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|
2016
Q3 | $617K | Sell |
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|
2016
Q2 | $759K | Sell |
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|
2016
Q1 | $786K | Sell |
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|
2015
Q4 | $905K | Sell |
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|
2015
Q3 | $946K | Sell |
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|
2015
Q2 | $971K | Sell |
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|
2015
Q1 | $1.5M | Sell |
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|
2014
Q4 | $1.49M | Buy |
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