Integrated Wealth Concepts’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	$271K	Buy	5,188 +38	+0.7%	+$1.98K	﹤0.01%	1606
2025 Q1	$271K	Buy	5,150 +25	+0.5%	+$1.32K	﹤0.01%	1463
2024 Q4	$273K	Buy	5,125 +47	+0.9%	+$2.5K	﹤0.01%	1425
2024 Q3	$276K	Buy	5,078 +35	+0.7%	+$1.9K	﹤0.01%	1397
2024 Q2	$269K	Buy	+5,043	New	+$269K	﹤0.01%	1374