Patriot Financial Group Insurance Agency’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
Q3 | $2M | Buy |
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2025
Q2 | $1.61M | Buy |
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2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $784K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $49K | Buy |
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