Wealth Enhancement Advisory Services’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
Q2 | $709K | Sell |
13,617
-1,015
| -7% | -$52.8K | ﹤0.01% | 1945 |
|
|
2025
Q1 | $770K | Sell |
14,632
-12,209
| -45% | -$643K | ﹤0.01% | 1751 |
|
|
2024
Q4 | $1.43M | Buy |
26,841
+8,285
| +45% | +$441K | ﹤0.01% | 1343 |
|
|
2024
Q3 | $1.01M | Sell |
18,556
-1,447
| -7% | -$78.6K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $1.07M | Sell |
20,003
-103
| -0.5% | -$5.5K | ﹤0.01% | 1250 |
|
|
2024
Q1 | $1.08M | Sell |
20,106
-1,785
| -8% | -$96.1K | ﹤0.01% | 1205 |
|
|
2023
Q4 | $1.18M | Sell |
21,891
-311,950
| -93% | -$16.9M | ﹤0.01% | 1100 |
|
|
2023
Q3 | $17M | Buy |
+333,841
| New | +$17M | 0.06% | 308 |
|