Northeast 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 | $282K | Sell |
5,414
-565
| -9% | -$29.5K | 0.08% | 69 |
|
|
2025
Q1 | $315K | Buy |
5,979
+28
| +0.5% | +$1.47K | 0.11% | 65 |
|
|
2024
Q4 | $317K | Buy |
5,951
+12
| +0.2% | +$639 | 0.12% | 63 |
|
|
2024
Q3 | $323K | Buy |
5,939
+123
| +2% | +$6.68K | 0.12% | 60 |
|
|
2024
Q2 | $311K | Sell |
5,816
-22,778
| -80% | -$1.22M | 0.13% | 55 |
|
|
2024
Q1 | $1.54M | Buy |
28,594
+3,321
| +13% | +$179K | 0.68% | 29 |
|
|
2023
Q4 | $1.37M | Buy |
25,273
+3,198
| +14% | +$173K | 0.67% | 30 |
|
|
2023
Q3 | $1.13M | Buy |
22,075
+3,620
| +20% | +$185K | 0.69% | 31 |
|
|
2023
Q2 | $983K | Buy |
+18,455
| New | +$983K | 0.63% | 33 |
|