Rockbridge Investment Management’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
Q2 | $812K | Sell |
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|
2025
Q1 | $821K | Buy |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $673K | Hold |
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|
2024
Q2 | $661K | Buy |
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|
2024
Q1 | $640K | Hold |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $611K | Hold |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $636K | Hold |
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|
2022
Q4 | $623K | Hold |
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|
2022
Q3 | $601K | Hold |
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|
2022
Q2 | $625K | Buy |
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|
2022
Q1 | $4.73K | Sell |
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|
2021
Q4 | $168K | Buy |
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|
2021
Q3 | $163K | Hold |
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|
2021
Q2 | $165K | Hold |
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|
2021
Q1 | $163K | Hold |
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|
2020
Q4 | $164K | Hold |
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|
2020
Q3 | $162K | Hold |
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|
2020
Q2 | $162K | Buy |
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