Steward Partners Investment Advisory’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 | $717K | Sell |
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|
2025
Q1 | $751K | Buy |
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|
2024
Q4 | $756K | Sell |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $848K | Sell |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $900K | Sell |
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|
2023
Q3 | $864K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.02M | Hold |
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|
2022
Q3 | $981K | Hold |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $411K | Sell |
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|
2021
Q1 | $975K | Buy |
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|
2020
Q4 | $968K | Buy |
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|
2020
Q3 | $709K | Sell |
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|
2020
Q2 | $714K | Buy |
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|
2020
Q1 | $693K | Sell |
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|
2019
Q4 | $708K | Buy |
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|
2019
Q3 | $703K | Buy |
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|
2019
Q2 | $695K | Buy |
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|
2019
Q1 | $680K | Buy |
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|
2018
Q4 | $660K | Sell |
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|
2018
Q3 | $2.05M | Sell |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $1.77M | Buy |
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|
2017
Q4 | $1.66M | Buy |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $1.66M | Buy |
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|
2017
Q1 | $1.56M | Buy |
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|
2016
Q4 | $1.42M | Buy |
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