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AJ Wealth Strategies’s iShares New York Muni Bond ETF NYF Stock Holding History

AJ Wealth Strategies’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
Q2 		$616K Hold
11,568
– – 0.03% 165
2023
Q1 		$619K Hold
11,568
– – 0.03% 157
2022
Q4 		$606K Buy
+11,568
New +$597K 0.03% 164

Other funds holding NYF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

AJ Wealth Strategies's NYF Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2023 at 11,568 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #165.

AJ Wealth Strategies first reported a position in NYF in Q4 2022 and has held it in 3 quarters since. The position peaked at $619K in Q1 2023. 111 funds tracked by Wall St. Rank hold NYF as of Q2 2023.

  • AJ Wealth Strategies held 11,568 shares of iShares New York Muni Bond ETF worth $616K as of Q2 2023.
  • AJ Wealth Strategies left its iShares New York Muni Bond ETF share count unchanged in Q2 2023.
  • iShares New York Muni Bond ETF made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #165 holding.
  • AJ Wealth Strategies first reported a position in iShares New York Muni Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • AJ Wealth Strategies's iShares New York Muni Bond ETF position peaked at $619K in Q1 2023.
  • 111 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.