MW
MBL Wealth’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 | – | Sell |
-5,000
| Closed | -$263K | – | 247 |
|
|
2025
Q1 | $263K | Sell |
5,000
-1,200
| -19% | -$63.2K | 0.03% | 191 |
|
|
2024
Q4 | $330K | Hold |
6,200
| – | – | 0.03% | 164 |
|
|
2024
Q3 | $337K | Hold |
6,200
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $331K | Hold |
6,200
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $334K | Hold |
6,200
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $335K | Hold |
6,200
| – | – | 0.04% | 133 |
|
|
2023
Q3 | $316K | Buy |
6,200
+500
| +9% | +$25.5K | 0.04% | 136 |
|
|
2023
Q2 | $304K | Buy |
+5,700
| New | +$304K | 0.04% | 131 |
|
|
2021
Q1 | $202K | Hold |
3,500
| – | – | 0.07% | 147 |
|
|
2020
Q4 | $205K | Buy |
+3,500
| New | +$205K | 0.08% | 119 |
|