Tortoise Investment Management’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 | $178K | Sell |
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|
2025
Q1 | $195K | Buy |
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|
2024
Q4 | $182K | Sell |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $192K | Hold |
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|
2024
Q1 | $194K | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $191K | Buy |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $433K | Hold |
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|
2021
Q1 | $428K | Hold |
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|
2020
Q4 | $432K | Sell |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $586K | Sell |
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|
2019
Q4 | $729K | Hold |
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|
2019
Q3 | $731K | Buy |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $78K | Sell |
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|
2018
Q4 | $81K | Buy |
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|
2018
Q3 | $71K | Hold |
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|
2018
Q2 | $71K | Hold |
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|
2018
Q1 | $71K | Sell |
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|
2017
Q4 | $382K | Buy |
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|
2017
Q3 | $299K | Hold |
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|
2017
Q2 | $298K | Hold |
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|
2017
Q1 | $295K | Hold |
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|
2016
Q4 | $291K | Buy |
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|
2016
Q3 | $68K | Sell |
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|
2016
Q2 | $81K | Hold |
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|
2016
Q1 | $79K | Sell |
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|
2015
Q4 | $90K | Sell |
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|
2015
Q3 | $155K | Hold |
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|
2015
Q2 | $153K | Sell |
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|
2015
Q1 | $168K | Sell |
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|
2014
Q4 | $268K | Sell |
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|
2014
Q3 | $333K | Buy |
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|
2014
Q2 | $319K | Sell |
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|
2014
Q1 | $378K | Sell |
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|
2013
Q4 | $449K | Sell |
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|
2013
Q3 | $1.1M | Sell |
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|
2013
Q2 | $1.32M | Buy |
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