Ackerman Capital Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Ackerman Capital Advisors’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
2023 Q4	–	Sell	-4,471	Closed	-$228K	–	110
2023 Q3	$228K	Sell	4,471 -244	-5%	-$12.8K	0.06%	85
2023 Q2	$251K	Sell	4,715 -194	-4%	-$10.3K	0.07%	92
2023 Q1	$263K	Hold	4,909	–	–	0.07%	84
2022 Q4	$257K	Hold	4,909	–	–	0.07%	95
2022 Q3	$248K	Hold	4,909	–	–	0.07%	84
2022 Q2	$258K	Sell	4,909 -145	-3%	-$7.66K	0.07%	89
2022 Q1	$276K	Sell	5,054 -2,301	-31%	-$129K	0.07%	98
2021 Q4	$426K	Hold	7,355	–	–	0.1%	77
2021 Q3	$426K	Hold	7,355	–	–	0.1%	71
2021 Q2	$430K	Hold	7,355	–	–	0.1%	72
2021 Q1	$424K	Hold	7,355	–	–	0.1%	77
2020 Q4	$428K	Sell	7,355 -1,398	-16%	-$80.6K	0.11%	72
2020 Q3	$503K	Sell	8,753 -274	-3%	-$15.8K	0.14%	57
2020 Q2	$519K	Buy	+9,027	New	+$511K	0.16%	55

Other funds holding NYF

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

HPA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Ackerman Capital Advisors's NYF Position: Q4 2023 in Review

Ackerman Capital Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q4 2023, closing a stake of 4,471 shares — an estimated $228K sold.

Ackerman Capital Advisors first reported a position in NYF in Q2 2020 and held it in 14 quarters. The position peaked at $519K in Q2 2020. 136 funds tracked by Wall St. Rank hold NYF as of Q4 2023.

Ackerman Capital Advisors reported no remaining iShares New York Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 4,471 iShares New York Muni Bond ETF shares in Q4 2023, an estimated $228K.
Ackerman Capital Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2020 and held it in 14 quarters.
Ackerman Capital Advisors's iShares New York Muni Bond ETF position peaked at $519K in Q2 2020.
136 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2023.

Based on Ackerman Capital Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.