Patriot Financial Group Insurance Agency’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 | $1.61M | Buy |
30,803
+6,311
| +26% | +$329K | 0.18% | 136 |
|
|
2025
Q1 | $1.29M | Buy |
24,492
+9,759
| +66% | +$514K | 0.17% | 145 |
|
|
2024
Q4 | $784K | Buy |
+14,733
| New | +$784K | 0.11% | 211 |
|
|
2022
Q3 | – | Sell |
-850
| Closed | -$45K | – | 1434 |
|
|
2022
Q2 | $45K | Hold |
850
| – | – | 0.01% | 769 |
|
|
2022
Q1 | $46K | Hold |
850
| – | – | 0.01% | 806 |
|
|
2021
Q4 | $49K | Hold |
850
| – | – | 0.01% | 870 |
|
|
2021
Q3 | $49K | Hold |
850
| – | – | 0.01% | 873 |
|
|
2021
Q2 | $50K | Hold |
850
| – | – | 0.01% | 837 |
|
|
2021
Q1 | $49K | Hold |
850
| – | – | 0.01% | 783 |
|
|
2020
Q4 | $50K | Hold |
850
| – | – | 0.01% | 686 |
|
|
2020
Q3 | $49K | Buy |
+850
| New | +$49K | 0.02% | 542 |
|