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Lebenthal Global Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-65
Closed -$3K – 406
2020
Q4 		$3K Buy
+65
New +$3.75K ﹤0.01% 518

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Creative Planning
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BFG
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HPA
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AA
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lebenthal Global Advisors's NYF Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2021, closing a stake of 65 shares — an estimated $3K sold.

Lebenthal Global Advisors first reported a position in NYF in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 109 funds tracked by Wall St. Rank hold NYF as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 65 iShares New York Muni Bond ETF shares in Q1 2021, an estimated $3K.
  • Lebenthal Global Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares New York Muni Bond ETF position peaked at $3K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.