21 West Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

21 West Wealth Management’s Portfolio NYF Stock Details NYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$457K	Hold	8,472	–	–	0.39%	48
2026 Q1	$450K	Buy	8,472 +1,761	+26%	+$94.7K	0.42%	45
2025 Q4	$359K	Hold	6,711	–	–	0.33%	49
2025 Q3	$358K	Buy	6,711 +1,950	+41%	+$102K	0.34%	50
2025 Q2	$248K	Buy	+4,761	New	+$248K	0.25%	56

Other funds holding NYF

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

21 West Wealth Management's NYF Position: Q2 2026 in Review

21 West Wealth Management held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 8,472 shares worth $457K. The position accounts for 0.39% of the portfolio, ranked #48.

21 West Wealth Management first reported a position in NYF in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

21 West Wealth Management held 8,472 shares of iShares New York Muni Bond ETF worth $457K as of Q2 2026.
21 West Wealth Management left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
iShares New York Muni Bond ETF made up 0.39% of 21 West Wealth Management's portfolio in Q2 2026, its #48 holding.
21 West Wealth Management first reported a position in iShares New York Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.