Magnus Financial Group’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
$1.73M Buy
33,128
+8,768
+36% +$457K 0.15% 111
2025
Q1
$1.28M Buy
24,360
+38
+0.2% +$2K 0.12% 132
2024
Q4
$1.29M Buy
24,322
+4,066
+20% +$216K 0.12% 126
2024
Q3
$1.1M Buy
20,256
+3,503
+21% +$190K 0.11% 141
2024
Q2
$894K Sell
16,753
-52
-0.3% -$2.78K 0.1% 147
2024
Q1
$904K Buy
16,805
+459
+3% +$24.7K 0.11% 137
2023
Q4
$884K Buy
16,346
+1,988
+14% +$108K 0.12% 127
2023
Q3
$733K Buy
14,358
+1,904
+15% +$97.2K 0.11% 136
2023
Q2
$663K Buy
12,454
+93
+0.8% +$4.95K 0.09% 148
2023
Q1
$661K Hold
12,361
0.1% 147
2022
Q4
$648K Sell
12,361
-69,316
-85% -$3.63M 0.11% 140
2022
Q3
$4.13M Sell
81,677
-8,733
-10% -$442K 0.79% 27
2022
Q2
$4.76M Buy
90,410
+65,528
+263% +$3.45M 0.87% 25
2022
Q1
$1.36M Sell
24,882
-1,902
-7% -$104K 0.23% 82
2021
Q4
$1.55M Buy
+26,784
New +$1.55M 0.29% 60