J.W. Coons 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 | $209K | Hold |
4,000
| – | – | 0.05% | 236 |
|
2025
Q1 | $211K | Hold |
4,000
| – | – | 0.06% | 226 |
|
2024
Q4 | $213K | Hold |
4,000
| – | – | 0.05% | 220 |
|
2024
Q3 | $217K | Hold |
4,000
| – | – | 0.05% | 226 |
|
2024
Q2 | $214K | Hold |
4,000
| – | – | 0.05% | 222 |
|
2024
Q1 | $215K | Hold |
4,000
| – | – | 0.05% | 230 |
|
2023
Q4 | $216K | Buy |
+4,000
| New | +$216K | 0.06% | 228 |
|