IFP 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
2026 Q1	$91.6K	Buy	1,725 +13	+0.8%	+$699	﹤0.01%	1898
2025 Q4	$91.6K	Buy	1,712 +14	+0.8%	+$750	﹤0.01%	1858
2025 Q3	$90.6K	Buy	1,698 +9	+0.5%	+$471	﹤0.01%	1744
2025 Q2	$88.1K	Buy	1,689 +3	+0.2%	+$156	﹤0.01%	1708
2025 Q1	$88.8K	Sell	1,686 -1,271	-43%	-$67.7K	﹤0.01%	1594
2024 Q4	$157K	Buy	2,957 +19	+0.6%	+$1.02K	0.01%	1252
2024 Q3	$160K	Buy	2,938 +757	+35%	+$40.8K	0.01%	1194
2024 Q2	$116K	Buy	2,181 +14	+0.6%	+$746	﹤0.01%	1303
2024 Q1	$117K	Buy	2,167 +9	+0.4%	+$485	0.01%	1225
2023 Q4	$117K	Buy	+2,158	New	+$112K	0.01%	1181
2021 Q3	–	Hold	0	–	–	–	4237
2021 Q2	–	Sell	-80	Closed	-$4.66K	–	3977
2021 Q1	$5K	Sell	80 -168	-68%	-$9.76K	﹤0.01%	2420
2020 Q4	$15K	Buy	248 +80	+48%	+$4.61K	﹤0.01%	1906
2020 Q3	$10K	Sell	168 -56	-25%	-$3.23K	﹤0.01%	1905
2020 Q2	$13K	Hold	224	–	–	﹤0.01%	1732
2020 Q1	$13K	Sell	224 -107	-32%	-$6.11K	﹤0.01%	1672
2019 Q4	$19K	Hold	331	–	–	﹤0.01%	1634
2019 Q3	$19K	Buy	+331	New	+$19K	﹤0.01%	1790
2018 Q4	–	Sell	-92	Closed	-$5K	–	3776
2018 Q3	$5K	Buy	92 +1	+1%	+$55	﹤0.01%	3219
2018 Q2	$5K	Buy	91 +51	+128%	+$2.78K	﹤0.01%	3269
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	3522
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	3573
2017 Q3	$2K	Buy	+40	New	+$2.24K	﹤0.01%	3768
2016 Q3	–	Sell	-216	Closed	-$12K	–	3991
2016 Q2	$12K	Buy	+216	New	+$12.3K	﹤0.01%	2661
2016 Q1	–	Sell	-214	Closed	-$12K	–	3073
2015 Q4	$12K	Buy	+214	New	+$11.9K	﹤0.01%	2489