Advisor Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Advisor Group’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
2019 Q4	$2.08M	Buy	36,527 +2,208	+6%	+$126K	0.01%	789
2019 Q3	$1.96M	Buy	34,319 +4,049	+13%	+$232K	0.01%	770
2019 Q2	$1.72M	Buy	30,270 +373	+1%	+$21K	0.01%	826
2019 Q1	$1.67M	Buy	29,897 +3,709	+14%	+$205K	0.01%	792
2018 Q4	$1.43M	Buy	26,188 +2,720	+12%	+$147K	0.01%	763
2018 Q3	$1.28M	Buy	23,468 +4,627	+25%	+$253K	0.01%	842
2018 Q2	$1.03M	Sell	18,841 -571	-3%	-$31.2K	0.01%	846
2018 Q1	$1.06M	Buy	19,412 +649	+3%	+$35.7K	0.01%	826
2017 Q4	$1.05M	Buy	18,763 +14,377	+328%	+$803K	0.01%	859
2017 Q3	$246K	Buy	4,386 +38	+0.9%	+$2.13K	﹤0.01%	1691
2017 Q2	$243K	Buy	4,348 +102	+2%	+$5.67K	﹤0.01%	1640
2017 Q1	$234K	Buy	4,246 +324	+8%	+$17.8K	﹤0.01%	1536
2016 Q4	$214K	Buy	3,922 +764	+24%	+$42.2K	﹤0.01%	1497
2016 Q3	$180K	Buy	3,158 +2,210	+233%	+$127K	﹤0.01%	1599
2016 Q2	$54K	Buy	+948	New	+$54K	﹤0.01%	2376

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIC

Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's NYF Position: Q4 2019 in Review

Advisor Group increased its iShares New York Muni Bond ETF (NYF) stake by 6.4% in Q4 2019, buying an estimated $126K and bringing the position to 36,527 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #789.

Advisor Group first reported a position in NYF in Q2 2016 and has held it in 15 quarters since. 89 funds tracked by Wall St. Rank hold NYF as of Q4 2019.

Advisor Group held 36,527 shares of iShares New York Muni Bond ETF worth $2.08M as of Q4 2019.
Advisor Group bought 2,208 iShares New York Muni Bond ETF shares in Q4 2019, an estimated $126K.
iShares New York Muni Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #789 holding.
Advisor Group first reported a position in iShares New York Muni Bond ETF in Q2 2016 and has held it in 15 quarters since.
89 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.