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Freedom Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Freedom Investment Management’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,182
Closed -$242K – 653
2020
Q1 		$242K Buy
4,182
+24
+0.6% +$1.37K 0.02% 572
2019
Q4 		$237K Buy
+4,158
New +$237K 0.02% 581

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Creative Planning
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BFG
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QAM
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AF
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Freedom Investment Management's NYF Position: Q2 2020 in Review

Freedom Investment Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2020, closing a stake of 4,182 shares — an estimated $242K sold.

Freedom Investment Management first reported a position in NYF in Q4 2019 and held it in 2 quarters. The position peaked at $242K in Q1 2020. 94 funds tracked by Wall St. Rank hold NYF as of Q2 2020.

  • Freedom Investment Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Freedom Investment Management sold 4,182 iShares New York Muni Bond ETF shares in Q2 2020, an estimated $242K.
  • Freedom Investment Management first reported a position in iShares New York Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • Freedom Investment Management's iShares New York Muni Bond ETF position peaked at $242K in Q1 2020.
  • 94 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.