Jones Financial Companies’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 | $270K | Buy |
5,186
+3,869
| +294% | +$201K | ﹤0.01% | 1535 |
|
|
2025
Q1 | $69.3K | Buy |
+1,317
| New | +$69.3K | ﹤0.01% | 1930 |
|
|
2024
Q3 | – | Sell |
-1,372
| Closed | -$73.3K | – | 3095 |
|
|
2024
Q2 | $73.3K | Sell |
1,372
-1,375
| -50% | -$73.4K | ﹤0.01% | 1138 |
|
|
2024
Q1 | $148K | Buy |
2,747
+2,687
| +4,478% | +$145K | ﹤0.01% | 515 |
|
|
2023
Q4 | $3.25K | Buy |
+60
| New | +$3.25K | ﹤0.01% | 829 |
|