Atria Wealth Solutions’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	$1.33M	Buy	25,559 +5,406	+27%	+$281K	0.03%	539
2025 Q1	$1.06M	Buy	20,153 +3	+0%	+$160	0.01%	862
2024 Q4	$1.07M	Sell	20,150 -754	-4%	-$40.5K	0.01%	898
2024 Q3	$1.14M	Buy	20,904 +606	+3%	+$32.7K	0.01%	868
2024 Q2	$1.08M	Hold	20,298	–	–	0.01%	863
2024 Q1	$1.09M	Sell	20,298 -2,624	-11%	-$141K	0.01%	872
2023 Q4	$1.24M	Buy	22,922 +4,300	+23%	+$224K	0.02%	780
2023 Q3	$950K	Sell	18,622 -14,857	-44%	-$781K	0.01%	835
2023 Q2	$1.78M	Buy	33,479 +20,220	+153%	+$1.08M	0.02%	605
2023 Q1	$709K	Buy	13,259 +6,100	+85%	+$324K	0.01%	958
2022 Q4	$375K	Buy	7,159 +1,258	+21%	+$64.9K	0.01%	1234
2022 Q3	$299K	Buy	+5,901	New	+$311K	0.01%	1302