Middleton & Co’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 | – | Sell |
-3,800
| Closed | -$200K | – | 165 |
|
|
2025
Q1 | $200K | Hold |
3,800
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $202K | Hold |
3,800
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $206K | Hold |
3,800
| – | – | 0.02% | 165 |
|
|
2024
Q2 | $203K | Hold |
3,800
| – | – | 0.02% | 162 |
|
|
2024
Q1 | $204K | Hold |
3,800
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $206K | Buy |
+3,800
| New | +$206K | 0.03% | 153 |
|
|
2023
Q3 | – | Sell |
-3,800
| Closed | -$202K | – | 153 |
|
|
2023
Q2 | $202K | Buy |
+3,800
| New | +$202K | 0.03% | 152 |
|