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Red Lighthouse Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Red Lighthouse Investment Management’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-110
Closed -$5.89K – 97
2023
Q1 		$5.89K Sell
110
-664
-86% -$35.2K ﹤0.01% 94
2022
Q4 		$40.6K Buy
+774
New +$39.9K 0.02% 87

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HPA
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RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Red Lighthouse Investment Management's NYF Position: Q2 2023 in Review

Red Lighthouse Investment Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2023, closing a stake of 110 shares — an estimated $5.89K sold.

Red Lighthouse Investment Management first reported a position in NYF in Q4 2022 and held it in 2 quarters. The position peaked at $40.6K in Q4 2022. 111 funds tracked by Wall St. Rank hold NYF as of Q2 2023.

  • Red Lighthouse Investment Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Red Lighthouse Investment Management sold 110 iShares New York Muni Bond ETF shares in Q2 2023, an estimated $5.89K.
  • Red Lighthouse Investment Management first reported a position in iShares New York Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • Red Lighthouse Investment Management's iShares New York Muni Bond ETF position peaked at $40.6K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2023.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2023, filed 3 Aug 2023.