Spire Wealth Management’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
Q1 | – | Sell |
-1,271
| Closed | -$67.6K | – | 2548 |
|
|
2024
Q4 | $67.6K | Buy |
+1,271
| New | +$67.6K | ﹤0.01% | 1170 |
|
|
2022
Q4 | – | Sell |
-2,500
| Closed | -$126K | – | 2372 |
|
|
2022
Q3 | $126K | Hold |
2,500
| – | – | 0.01% | 638 |
|
|
2022
Q2 | $132K | Sell |
2,500
-775
| -24% | -$40.9K | 0.01% | 927 |
|
|
2022
Q1 | $179K | Hold |
3,275
| – | – | ﹤0.01% | 939 |
|
|
2021
Q4 | $190K | Hold |
3,275
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q3 | $189K | Hold |
3,275
| – | – | 0.01% | 950 |
|
|
2021
Q2 | $191K | Buy |
3,275
+775
| +31% | +$45.2K | 0.01% | 954 |
|
|
2021
Q1 | $144K | Buy |
+2,500
| New | +$144K | ﹤0.01% | 1215 |
|