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Roosevelt Investment Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Roosevelt Investment Group’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
2021
Q2 		– Sell
-3,852
Closed -$222K – 256
2021
Q1 		$222K Buy
+3,852
New +$224K 0.01% 225

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Roosevelt Investment Group's NYF Position: Q2 2021 in Review

Roosevelt Investment Group sold out of iShares New York Muni Bond ETF (NYF) in Q2 2021, closing a stake of 3,852 shares — an estimated $222K sold.

Roosevelt Investment Group first reported a position in NYF in Q1 2021 and held it in 1 quarter. The position peaked at $222K in Q1 2021. 104 funds tracked by Wall St. Rank hold NYF as of Q2 2021.

  • Roosevelt Investment Group reported no remaining iShares New York Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Roosevelt Investment Group sold 3,852 iShares New York Muni Bond ETF shares in Q2 2021, an estimated $222K.
  • Roosevelt Investment Group first reported a position in iShares New York Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • Roosevelt Investment Group's iShares New York Muni Bond ETF position peaked at $222K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2021.

Based on Roosevelt Investment Group's 13F filing for Q2 2021, filed 11 Aug 2021.