Wealthspire Advisors (New York)’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
$1.03M Sell
19,686
-26,533
-57% -$1.38M 0.01% 380
2025
Q1
$2.43M Buy
46,219
+20,308
+78% +$1.07M 0.01% 247
2024
Q4
$1.38M Buy
25,911
+14,601
+129% +$777K 0.01% 308
2024
Q3
$614K Buy
11,310
+1,135
+11% +$61.7K 0.01% 452
2024
Q2
$543K Buy
+10,175
New +$543K 0.01% 416