Independent Wealth Network’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	$470K	Sell	8,849 -16	-0.2%	-$861	0.14%	173
2025 Q4	$474K	Buy	8,865 +1,442	+19%	+$77.2K	0.14%	160
2025 Q3	$396K	Buy	7,423 +3	+0%	+$157	0.13%	180
2025 Q2	$387K	Buy	7,420 +4	+0.1%	+$208	0.14%	166
2025 Q1	$390K	Sell	7,416 -101	-1%	-$5.38K	0.16%	153
2024 Q4	$400K	Sell	7,517 -2,745	-27%	-$147K	0.16%	146
2024 Q3	$558K	Sell	10,262 -529	-5%	-$28.5K	0.25%	110
2024 Q2	$576K	Buy	10,791 +46	+0.4%	+$2.45K	0.27%	100
2024 Q1	$578K	Buy	10,745 +81	+0.8%	+$4.37K	0.27%	96
2023 Q4	$577K	Buy	10,664 +86	+0.8%	+$4.48K	0.3%	85
2023 Q3	$540K	Buy	10,578 +58	+0.6%	+$3.05K	0.33%	82
2023 Q2	$560K	Buy	10,520 +476	+5%	+$25.4K	0.34%	76
2023 Q1	$537K	Buy	10,044 +639	+7%	+$33.9K	0.34%	68
2022 Q4	$493K	Buy	9,405 +630	+7%	+$32.5K	0.34%	67
2022 Q3	$444K	Buy	8,775 +152	+2%	+$8K	0.35%	71
2022 Q2	$454K	Buy	8,623 +577	+7%	+$30.5K	0.33%	74
2022 Q1	$439K	Buy	8,046 +251	+3%	+$14.1K	0.28%	98
2021 Q4	$452K	Buy	7,795 +157	+2%	+$9.08K	0.28%	104
2021 Q3	$441K	Buy	+7,638	New	+$446K	0.29%	104