Bell Investment Advisors’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 | $465K | Buy |
8,926
+65
| +0.7% | +$3.39K | 0.08% | 77 |
|
|
2025
Q1 | $467K | Buy |
8,861
+42
| +0.5% | +$2.21K | 0.09% | 67 |
|
|
2024
Q4 | $469K | Buy |
8,819
+235
| +3% | +$12.5K | 0.09% | 67 |
|
|
2024
Q3 | $466K | Buy |
8,584
+59
| +0.7% | +$3.21K | 0.09% | 68 |
|
|
2024
Q2 | $455K | Buy |
8,525
+58
| +0.7% | +$3.1K | 0.09% | 69 |
|
|
2024
Q1 | $456K | Buy |
8,467
+37
| +0.4% | +$1.99K | 0.09% | 69 |
|
|
2023
Q4 | $456K | Buy |
8,430
+73
| +0.9% | +$3.95K | 0.09% | 65 |
|
|
2023
Q3 | $426K | Buy |
+8,357
| New | +$426K | 0.1% | 63 |
|