RWP
Revolve Wealth Partners’s iShares New York Muni Bond ETF NYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
28,716
+3,913
| +16% | +$204K | 0.19% | 61 |
|
|
2025
Q1 | $1.31M | Buy |
24,803
+1,912
| +8% | +$101K | 0.19% | 68 |
|
|
2024
Q4 | $1.22M | Buy |
22,891
+1,109
| +5% | +$59K | 0.18% | 66 |
|
|
2024
Q3 | $1.18M | Buy |
21,782
+1,964
| +10% | +$107K | 0.18% | 66 |
|
|
2024
Q2 | $1.06M | Buy |
19,818
+950
| +5% | +$50.7K | 0.17% | 65 |
|
|
2024
Q1 | $1.02M | Buy |
18,868
+2,313
| +14% | +$124K | 0.17% | 66 |
|
|
2023
Q4 | $895K | Buy |
16,555
+565
| +4% | +$30.6K | 0.17% | 64 |
|
|
2023
Q3 | $816K | Buy |
15,990
+845
| +6% | +$43.1K | 0.19% | 62 |
|
|
2023
Q2 | $807K | Buy |
15,145
+2,400
| +19% | +$128K | 0.19% | 63 |
|
|
2023
Q1 | $682K | Buy |
+12,745
| New | +$682K | 0.17% | 67 |
|
|
2022
Q4 | – | Sell |
-4,029
| Closed | -$204K | – | 152 |
|
|
2022
Q3 | $204K | Sell |
4,029
-6,329
| -61% | -$320K | 0.07% | 122 |
|
|
2022
Q2 | $545K | Sell |
10,358
-2,505
| -19% | -$132K | 0.18% | 65 |
|
|
2022
Q1 | $702K | Sell |
12,863
-7,871
| -38% | -$430K | 0.2% | 62 |
|
|
2021
Q4 | $1.2M | Buy |
+20,734
| New | +$1.2M | 0.35% | 51 |
|