Avantax Advisory Services’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 | $518K | Buy |
9,940
+2,074
| +26% | +$108K | ﹤0.01% | 1561 |
|
|
2025
Q1 | $414K | Buy |
7,866
+721
| +10% | +$38K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $380K | Buy |
7,145
+1,248
| +21% | +$66.4K | ﹤0.01% | 1628 |
|
|
2024
Q3 | $320K | Buy |
5,897
+15
| +0.3% | +$815 | ﹤0.01% | 1702 |
|
|
2024
Q2 | $314K | Buy |
5,882
+215
| +4% | +$11.5K | ﹤0.01% | 1662 |
|
|
2024
Q1 | $305K | Buy |
5,667
+382
| +7% | +$20.6K | ﹤0.01% | 1283 |
|
|
2023
Q4 | $286K | Sell |
5,285
-30
| -0.6% | -$1.62K | ﹤0.01% | 1260 |
|
|
2023
Q3 | $271K | Sell |
5,315
-2,088
| -28% | -$107K | ﹤0.01% | 1253 |
|
|
2023
Q2 | $394K | Buy |
7,403
+172
| +2% | +$9.16K | ﹤0.01% | 1042 |
|
|
2023
Q1 | $387K | Buy |
7,231
+1,675
| +30% | +$89.6K | ﹤0.01% | 1021 |
|
|
2022
Q4 | $291K | Sell |
5,556
-1,845
| -25% | -$96.7K | ﹤0.01% | 1123 |
|
|
2022
Q3 | $374K | Buy |
7,401
+351
| +5% | +$17.7K | 0.01% | 906 |
|
|
2022
Q2 | $371K | Sell |
7,050
-1,272
| -15% | -$66.9K | 0.01% | 912 |
|
|
2022
Q1 | $455K | Buy |
8,322
+1,079
| +15% | +$59K | 0.01% | 819 |
|
|
2021
Q4 | $420K | Sell |
7,243
-214
| -3% | -$12.4K | 0.01% | 825 |
|
|
2021
Q3 | $432K | Sell |
7,457
-224
| -3% | -$13K | 0.01% | 770 |
|
|
2021
Q2 | $449K | Buy |
7,681
+265
| +4% | +$15.5K | 0.01% | 743 |
|
|
2021
Q1 | $427K | Buy |
7,416
+51
| +0.7% | +$2.94K | 0.01% | 671 |
|
|
2020
Q4 | $430K | Sell |
7,365
-1,854
| -20% | -$108K | 0.01% | 599 |
|
|
2020
Q3 | $529K | Buy |
9,219
+3,092
| +50% | +$177K | 0.01% | 766 |
|
|
2020
Q2 | $352K | Buy |
6,127
+14
| +0.2% | +$804 | 0.01% | 584 |
|
|
2020
Q1 | $346K | Buy |
+6,113
| New | +$346K | 0.01% | 530 |
|