L.J. Altfest & Co’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 | $5.81M | Buy |
111,430
+15,809
| +17% | +$824K | 0.69% | 30 |
|
|
2025
Q1 | $5.03M | Buy |
95,621
+12,007
| +14% | +$632K | 0.63% | 35 |
|
|
2024
Q4 | $4.45M | Buy |
83,614
+2,020
| +2% | +$108K | 0.57% | 39 |
|
|
2024
Q3 | $4.43M | Sell |
81,594
-29,372
| -26% | -$1.6M | 0.59% | 34 |
|
|
2024
Q2 | $5.92M | Sell |
110,966
-85,933
| -44% | -$4.59M | 0.81% | 29 |
|
|
2024
Q1 | $10.6M | Sell |
196,899
-10,378
| -5% | -$558K | 1.5% | 18 |
|
|
2023
Q4 | $11.2M | Buy |
207,277
+197,045
| +1,926% | +$10.7M | 1.63% | 17 |
|
|
2023
Q3 | $522K | Buy |
+10,232
| New | +$522K | 0.08% | 170 |
|