Klingman & Associates’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
$11.6M Sell
222,354
-5,533
-2% -$288K 0.64% 34
2025
Q1
$12M Buy
227,887
+7,559
+3% +$398K 0.73% 31
2024
Q4
$11.7M Buy
220,328
+23,430
+12% +$1.25M 0.72% 32
2024
Q3
$10.7M Buy
196,898
+18,937
+11% +$1.03M 0.66% 32
2024
Q2
$9.5M Buy
+177,961
New +$9.5M 0.64% 33