LFA
Level Financial Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
39,770
+4,133
| +12% | +$215K | 0.65% | 33 |
|
|
2025
Q1 | $1.88M | Sell |
35,637
-2,457
| -6% | -$129K | 0.64% | 34 |
|
|
2024
Q4 | $2.03M | Sell |
38,094
-2,411
| -6% | -$128K | 0.74% | 30 |
|
|
2024
Q3 | $2.2M | Buy |
40,505
+627
| +2% | +$34.1K | 0.84% | 28 |
|
|
2024
Q2 | $2.13M | Buy |
39,878
+133
| +0.3% | +$7.1K | 0.92% | 25 |
|
|
2024
Q1 | $2.14M | Sell |
39,745
-8,072
| -17% | -$434K | 0.97% | 23 |
|
|
2023
Q4 | $2.59M | Buy |
47,817
+17,375
| +57% | +$940K | 1.28% | 20 |
|
|
2023
Q3 | $1.55M | Buy |
30,442
+7,242
| +31% | +$370K | 0.87% | 23 |
|
|
2023
Q2 | $1.24M | Hold |
23,200
| – | – | 0.69% | 26 |
|
|
2023
Q1 | $1.24M | Sell |
23,200
-819
| -3% | -$43.8K | 0.75% | 26 |
|
|
2022
Q4 | $1.26M | Buy |
24,019
+10,327
| +75% | +$541K | 0.82% | 27 |
|
|
2022
Q3 | $693K | Buy |
13,692
+10,905
| +391% | +$552K | 0.51% | 27 |
|
|
2022
Q2 | $147K | Buy |
+2,787
| New | +$147K | 0.11% | 59 |
|