IFP Advisors’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 | $88.1K | Buy |
1,689
+3
| +0.2% | +$156 | ﹤0.01% | 1708 |
|
|
2025
Q1 | $88.8K | Sell |
1,686
-1,271
| -43% | -$66.9K | ﹤0.01% | 1594 |
|
|
2024
Q4 | $157K | Buy |
2,957
+19
| +0.6% | +$1.01K | 0.01% | 1252 |
|
|
2024
Q3 | $160K | Buy |
2,938
+757
| +35% | +$41.1K | 0.01% | 1194 |
|
|
2024
Q2 | $116K | Buy |
2,181
+14
| +0.6% | +$748 | ﹤0.01% | 1303 |
|
|
2024
Q1 | $117K | Buy |
2,167
+9
| +0.4% | +$484 | 0.01% | 1225 |
|
|
2023
Q4 | $117K | Buy |
+2,158
| New | +$117K | 0.01% | 1181 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4171 |
|
|
2021
Q2 | – | Sell |
-80
| Closed | -$5K | – | 3934 |
|
|
2021
Q1 | $5K | Sell |
80
-168
| -68% | -$10.5K | ﹤0.01% | 2400 |
|
|
2020
Q4 | $15K | Buy |
248
+80
| +48% | +$4.84K | ﹤0.01% | 1903 |
|
|
2020
Q3 | $10K | Sell |
168
-56
| -25% | -$3.33K | ﹤0.01% | 1899 |
|
|
2020
Q2 | $13K | Hold |
224
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q1 | $13K | Sell |
224
-107
| -32% | -$6.21K | ﹤0.01% | 1661 |
|
|
2019
Q4 | $19K | Hold |
331
| – | – | ﹤0.01% | 1634 |
|
|
2019
Q3 | $19K | Buy |
+331
| New | +$19K | ﹤0.01% | 1789 |
|
|
2018
Q4 | – | Sell |
-92
| Closed | -$5K | – | 3718 |
|
|
2018
Q3 | $5K | Buy |
92
+1
| +1% | +$54 | ﹤0.01% | 3180 |
|
|
2018
Q2 | $5K | Buy |
91
+51
| +128% | +$2.8K | ﹤0.01% | 3220 |
|
|
2018
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 3522 |
|
|
2017
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 3522 |
|
|
2017
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 3728 |
|
|
2016
Q3 | – | Sell |
-216
| Closed | -$12K | – | 3972 |
|
|
2016
Q2 | $12K | Buy |
+216
| New | +$12K | ﹤0.01% | 2649 |
|
|
2016
Q1 | – | Sell |
-214
| Closed | -$12K | – | 3075 |
|
|
2015
Q4 | $12K | Buy |
+214
| New | +$12K | ﹤0.01% | 2474 |
|