Cascade Financial Partners’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
Q3
$3.11M Hold
2025
Q2
$3.04M Hold
2025
Q1
$3.07M Sell
2024
Q4
$3.15M Hold
2024
Q3
$3.18M Hold
2024
Q2
$3.16M Hold
2024
Q1
$3.15M Buy