Atria Wealth Solutions’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
25,559
+5,406
| +27% | +$282K | 0.03% | 538 |
|
|
2025
Q1 | $1.06M | Buy |
20,153
+3
| +0% | +$158 | 0.01% | 856 |
|
|
2024
Q4 | $1.07M | Sell |
20,150
-754
| -4% | -$40.1K | 0.01% | 892 |
|
|
2024
Q3 | $1.14M | Buy |
20,904
+606
| +3% | +$32.9K | 0.01% | 862 |
|
|
2024
Q2 | $1.08M | Hold |
20,298
| – | – | 0.01% | 856 |
|
|
2024
Q1 | $1.09M | Sell |
20,298
-2,624
| -11% | -$141K | 0.01% | 869 |
|
|
2023
Q4 | $1.24M | Buy |
22,922
+4,300
| +23% | +$233K | 0.02% | 774 |
|
|
2023
Q3 | $950K | Sell |
18,622
-14,857
| -44% | -$758K | 0.01% | 832 |
|
|
2023
Q2 | $1.78M | Buy |
33,479
+20,220
| +153% | +$1.08M | 0.02% | 603 |
|
|
2023
Q1 | $709K | Buy |
13,259
+6,100
| +85% | +$326K | 0.01% | 956 |
|
|
2022
Q4 | $375K | Buy |
7,159
+1,258
| +21% | +$65.9K | 0.01% | 1226 |
|
|
2022
Q3 | $299K | Buy |
+5,901
| New | +$299K | 0.01% | 1294 |
|