Wealth Enhancement Advisory Services’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
2026
Q2
$8.47M Buy
157,869
+130,233
+471% +$6.97M 0.01% 753
2026
Q1
$1.47M Buy
27,636
+13,397
+94% +$721K ﹤0.01% 1554
2025
Q4
$765K Sell
14,239
-2,677
-16% -$143K ﹤0.01% 2141
2025
Q3
$902K Buy
16,916
+3,299
+24% +$173K ﹤0.01% 1934
2025
Q2
$709K Sell
13,617
-1,015
-7% -$52.8K ﹤0.01% 1958
2025
Q1
$770K Sell
14,632
-12,209
-45% -$650K ﹤0.01% 1760
2024
Q4
$1.43M Buy
26,841
+8,285
+45% +$445K ﹤0.01% 1350
2024
Q3
$1.01M Sell
18,556
-1,447
-7% -$78K ﹤0.01% 1390
2024
Q2
$1.07M Sell
20,003
-103
-0.5% -$5.49K ﹤0.01% 1251
2024
Q1
$1.08M Sell
20,106
-1,785
-8% -$96.2K ﹤0.01% 1205
2023
Q4
$1.18M Sell
21,891
-311,950
-93% -$16.2M ﹤0.01% 1100
2023
Q3
$17M Buy
+333,841
New +$17.6M 0.06% 308

Other funds holding NYF