SWA
SOA Wealth Advisors’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 | $2.59M | Buy |
49,768
+22,450
| +82% | +$1.17M | 0.49% | 45 |
|
|
2025
Q1 | $1.44M | Buy |
27,318
+5
| +0% | +$263 | 0.3% | 59 |
|
|
2024
Q4 | $1.45M | Sell |
27,313
-85
| -0.3% | -$4.52K | 0.27% | 60 |
|
|
2024
Q3 | $1.49M | Buy |
27,398
+8,588
| +46% | +$467K | 0.28% | 58 |
|
|
2024
Q2 | $1M | Buy |
18,810
+17,168
| +1,046% | +$917K | 0.2% | 73 |
|
|
2024
Q1 | $88.4K | Buy |
1,642
+766
| +87% | +$41.2K | 0.02% | 252 |
|
|
2023
Q4 | $47.4K | Buy |
876
+7
| +0.8% | +$379 | 0.01% | 299 |
|
|
2023
Q3 | $44.3K | Buy |
869
+5
| +0.6% | +$255 | 0.01% | 298 |
|
|
2023
Q2 | $46K | Buy |
864
+5
| +0.6% | +$266 | 0.01% | 303 |
|
|
2023
Q1 | $46K | Buy |
859
+3
| +0.4% | +$160 | 0.01% | 296 |
|
|
2022
Q4 | $44.8K | Sell |
856
-5,059
| -86% | -$265K | 0.01% | 294 |
|
|
2022
Q3 | $299K | Buy |
+5,915
| New | +$299K | 0.09% | 112 |
|