Independent Wealth Network’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
$387K Buy
7,420
+4
+0.1% +$209 0.14% 166
2025
Q1
$390K Sell
7,416
-101
-1% -$5.32K 0.16% 153
2024
Q4
$400K Sell
7,517
-2,745
-27% -$146K 0.16% 146
2024
Q3
$558K Sell
10,262
-529
-5% -$28.7K 0.25% 110
2024
Q2
$576K Buy
10,791
+46
+0.4% +$2.46K 0.27% 100
2024
Q1
$578K Buy
10,745
+81
+0.8% +$4.36K 0.27% 96
2023
Q4
$577K Buy
10,664
+86
+0.8% +$4.65K 0.3% 85
2023
Q3
$540K Buy
10,578
+58
+0.6% +$2.96K 0.33% 82
2023
Q2
$560K Buy
10,520
+476
+5% +$25.4K 0.34% 76
2023
Q1
$537K Buy
10,044
+639
+7% +$34.2K 0.34% 68
2022
Q4
$493K Buy
9,405
+630
+7% +$33K 0.34% 67
2022
Q3
$444K Buy
8,775
+152
+2% +$7.69K 0.35% 71
2022
Q2
$454K Buy
8,623
+577
+7% +$30.4K 0.33% 74
2022
Q1
$439K Buy
8,046
+251
+3% +$13.7K 0.28% 98
2021
Q4
$452K Buy
7,795
+157
+2% +$9.1K 0.28% 104
2021
Q3
$441K Buy
+7,638
New +$441K 0.29% 104