Rise Advisors’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
2023
Q2
Sell
-1,478
Closed -$79.1K 762
2023
Q1
$79.1K Buy
1,478
+424
+40% +$22.7K 0.06% 122
2022
Q4
$55.2K Buy
1,054
+7
+0.7% +$367 0.04% 147
2022
Q3
$53K Buy
1,047
+6
+0.6% +$304 0.04% 147
2022
Q2
$55K Buy
1,041
+5
+0.5% +$264 0.06% 134
2022
Q1
$57K Buy
1,036
+3
+0.3% +$165 0.05% 139
2021
Q4
$59.9K Buy
+1,033
New +$59.9K 0.06% 132