LifeGoal Wealth Advisors’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
$913K Buy
17,510
+1,352
+8% +$70.5K 0.87% 26
2025
Q1
$851K Buy
16,158
+77
+0.5% +$4.05K 0.92% 28
2024
Q4
$856K Buy
+16,081
New +$856K 0.93% 30