Cascade Financial Partners’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 | $3.04M | Hold |
58,225
| – | – | 0.36% | 57 |
|
|
2025
Q1 | $3.07M | Sell |
58,225
-1,000
| -2% | -$52.7K | 0.39% | 53 |
|
|
2024
Q4 | $3.15M | Hold |
59,225
| – | – | 0.41% | 49 |
|
|
2024
Q3 | $3.18M | Hold |
59,225
| – | – | 0.4% | 49 |
|
|
2024
Q2 | $3.16M | Hold |
59,225
| – | – | 0.42% | 47 |
|
|
2024
Q1 | $3.15M | Buy |
+59,225
| New | +$3.15M | 0.45% | 45 |
|