L.J. Altfest & Co’s iShares New York Muni Bond ETF NYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.35M	Buy	63,024 +19,259	+44%	+$1.04M	0.36%	56
2025 Q4	$2.34M	Sell	43,765 -39,164	-47%	-$2.1M	0.26%	72
2025 Q3	$4.42M	Sell	82,929 -28,501	-26%	-$1.49M	0.49%	48
2025 Q2	$5.81M	Buy	111,430 +15,809	+17%	+$822K	0.69%	30
2025 Q1	$5.03M	Buy	95,621 +12,007	+14%	+$639K	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%	-$1.58M	0.59%	34
2024 Q2	$5.92M	Sell	110,966 -85,933	-44%	-$4.58M	0.81%	29
2024 Q1	$10.6M	Sell	196,899 -10,378	-5%	-$560K	1.5%	18
2023 Q4	$11.2M	Buy	207,277 +197,045	+1,926%	+$10.3M	1.63%	17
2023 Q3	$522K	Buy	+10,232	New	+$538K	0.08%	170