Global Retirement 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
2024 Q4	$37.1K	Sell	697 -42	-6%	-$2.24K	﹤0.01%	1763
2024 Q3	$40.2K	Hold	739	–	–	﹤0.01%	1663
2024 Q2	$39.5K	Hold	739	–	–	﹤0.01%	1661
2024 Q1	$39.8K	Hold	739	–	–	﹤0.01%	1503
2023 Q4	$39.9K	Hold	739	–	–	﹤0.01%	1459
2023 Q3	$37.5K	Hold	739	–	–	﹤0.01%	1403
2023 Q2	$39.4K	Hold	739	–	–	﹤0.01%	1383
2023 Q1	$39.5K	Hold	739	–	–	﹤0.01%	1336
2022 Q4	$38.7K	Sell	739 -294	-28%	-$15.4K	﹤0.01%	1204
2022 Q3	$52K	Hold	1,033	–	–	﹤0.01%	998
2022 Q2	$54K	Hold	1,033	–	–	﹤0.01%	963
2022 Q1	$54K	Buy	+1,033	New	+$54K	﹤0.01%	969
2021 Q4	–	Sell	-764	Closed	-$44K	–	1282
2021 Q3	$44K	Hold	764	–	–	﹤0.01%	898
2021 Q2	$45K	Buy	764 +42	+6%	+$2.47K	﹤0.01%	894
2021 Q1	$42K	Buy	722 +294	+69%	+$17.1K	﹤0.01%	853
2020 Q4	$25K	Hold	428	–	–	﹤0.01%	964
2020 Q3	$25K	Hold	428	–	–	﹤0.01%	854
2020 Q2	$25K	Hold	428	–	–	﹤0.01%	837
2020 Q1	$24K	Hold	428	–	–	﹤0.01%	753
2019 Q4	$24K	Hold	428	–	–	﹤0.01%	882
2019 Q3	$24K	Hold	428	–	–	﹤0.01%	842
2019 Q2	$24K	Hold	428	–	–	﹤0.01%	831
2019 Q1	$24K	Hold	428	–	–	0.01%	759
2018 Q4	$23K	Hold	428	–	–	0.01%	705
2018 Q3	$23K	Hold	428	–	–	0.01%	768
2018 Q2	$23K	Hold	428	–	–	0.01%	757
2018 Q1	$23K	Hold	428	–	–	0.01%	719
2017 Q4	$24K	Hold	428	–	–	0.01%	680
2017 Q3	$24K	Buy	+428	New	+$24K	0.01%	600