Joel Isaacson & Co., LLC
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 1599330
NEW YORK, NY
Position in MUNY
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$527,924
+$274,805 QoQ
Shares Held
5,153
+110.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUNY Over Time
Shares Held
Position Value (USD)
All Filings in MUNY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $527,924 | 5,153 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $253,119 | 2,452 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||