RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
353,480
+3,318
| +0.9% | +$173K | 0.23% | 66 |
|
|
2025
Q1 | $18.4M | Buy |
350,162
+9,442
| +3% | +$497K | 0.23% | 66 |
|
|
2024
Q4 | $18.1M | Sell |
340,720
-9,044
| -3% | -$481K | 0.22% | 68 |
|
|
2024
Q3 | $19M | Buy |
349,764
+14,411
| +4% | +$783K | 0.24% | 64 |
|
|
2024
Q2 | $17.9M | Buy |
335,353
+8,920
| +3% | +$476K | 0.24% | 70 |
|
|
2024
Q1 | $17.6M | Buy |
326,433
+774
| +0.2% | +$41.6K | 0.24% | 71 |
|
|
2023
Q4 | $17.6M | Buy |
325,659
+3,176
| +1% | +$172K | 0.25% | 69 |
|
|
2023
Q3 | $16.5M | Buy |
322,483
+15,651
| +5% | +$799K | 0.36% | 27 |
|
|
2023
Q2 | $16.3M | Buy |
306,832
+117,607
| +62% | +$6.26M | 0.36% | 25 |
|
|
2023
Q1 | $10.1M | Buy |
189,225
+16,375
| +9% | +$876K | 0.24% | 38 |
|
|
2022
Q4 | $9.2M | Buy |
+172,850
| New | +$9.2M | 0.23% | 42 |
|
|
2018
Q3 | – | Sell |
-1,514
| Closed | -$83K | – | 559 |
|
|
2018
Q2 | $83K | Buy |
1,514
+1,050
| +226% | +$57.6K | 0.01% | 345 |
|
|
2018
Q1 | $25K | Buy |
+464
| New | +$25K | ﹤0.01% | 395 |
|