OneDigital Investment Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $534K | Sell |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $687K | Sell |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $714K | Sell |
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|
2023
Q1 | $889K | Sell |
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|
2022
Q4 | $880K | Buy |
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|
2022
Q3 | $764K | Buy |
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|
2022
Q2 | $793K | Buy |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $617K | Buy |
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|
2021
Q2 | $608K | Sell |
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|
2021
Q1 | $602K | Buy |
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|
2020
Q4 | $498K | Buy |
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|
2020
Q3 | $490K | Buy |
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|
2020
Q2 | $461K | Sell |
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|
2020
Q1 | $512K | Buy |
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|
2019
Q4 | $503K | Buy |
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|
2019
Q3 | $497K | Sell |
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|
2019
Q2 | $876K | Buy |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $55K | Buy |
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