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

Able 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
2024
Q1 		– Sell
-42
Closed -$2.25K – 419
2023
Q4 		$2.25K Buy
+42
New +$2.19K ﹤0.01% 441

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HPA
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RWP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Able Wealth Management's NYF Position: Q1 2024 in Review

Able Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q1 2024, closing a stake of 42 shares — an estimated $2.25K sold.

Able Wealth Management first reported a position in NYF in Q4 2023 and held it in 1 quarter. The position peaked at $2.25K in Q4 2023. 139 funds tracked by Wall St. Rank hold NYF as of Q1 2024.

  • Able Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 42 iShares New York Muni Bond ETF shares in Q1 2024, an estimated $2.25K.
  • Able Wealth Management first reported a position in iShares New York Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares New York Muni Bond ETF position peaked at $2.25K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.