Cerity 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 | $496K | Hold |
9,518
| – | – | ﹤0.01% | 1855 |
|
|
2025
Q1 | $501K | Buy |
9,518
+148
| +2% | +$7.79K | ﹤0.01% | 1748 |
|
|
2024
Q4 | $499K | Hold |
9,370
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q3 | $509K | Buy |
9,370
+152
| +2% | +$8.26K | ﹤0.01% | 1762 |
|
|
2024
Q2 | $492K | Hold |
9,218
| – | – | ﹤0.01% | 1549 |
|
|
2024
Q1 | $496K | Buy |
9,218
+3,233
| +54% | +$174K | ﹤0.01% | 1601 |
|
|
2023
Q4 | $324K | Sell |
5,985
-6,507
| -52% | -$352K | ﹤0.01% | 1464 |
|
|
2023
Q3 | $637K | Buy |
+12,492
| New | +$637K | ﹤0.01% | 881 |
|