EP Wealth Advisors’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
Q2 | $517K | Sell |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $667K | Hold |
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $680K | Buy |
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|
2024
Q1 | $675K | Hold |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $0 | Buy |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $135K | Buy |
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