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Kelly Financial Services’s iShares New York Muni Bond ETF NYF Stock Holding History

Kelly Financial Services’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-252
Closed -$13.5K – 539
2024
Q2 		$13.5K Buy
+252
New +$13.4K ﹤0.01% 379

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Kelly Financial Services's NYF Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares New York Muni Bond ETF (NYF) in Q3 2024, closing a stake of 252 shares — an estimated $13.5K sold.

Kelly Financial Services first reported a position in NYF in Q2 2024 and held it in 1 quarter. The position peaked at $13.5K in Q2 2024. 151 funds tracked by Wall St. Rank hold NYF as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares New York Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 252 iShares New York Muni Bond ETF shares in Q3 2024, an estimated $13.5K.
  • Kelly Financial Services first reported a position in iShares New York Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's iShares New York Muni Bond ETF position peaked at $13.5K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.