Carl P. Sherr & Co’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
2024
Q2
Sell
2024
Q1
$258K Hold
2023
Q4
$260K Buy
2022
Q4
Sell
2022
Q3
$298K Hold
2022
Q2
$310K Buy
2022
Q1
$316K Hold
2021
Q4
$335K Hold
2021
Q3
$335K Hold
2021
Q2
$338K Buy
2021
Q1
$260K Buy
2020
Q4
$232K Buy