American Investment Services’s iShares New York Muni Bond ETF NYF Stock Holding History

American Investment Services’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
2025 Q4	–	Sell	-4,925	Closed	-$263K	–	134
2025 Q3	$263K	Hold	4,925	–	–	0.06%	118
2025 Q2	$257K	Hold	4,925	–	–	0.07%	121
2025 Q1	$259K	Hold	4,925	–	–	0.05%	146
2024 Q4	$262K	Hold	4,925	–	–	0.05%	141
2024 Q3	$268K	Hold	4,925	–	–	0.04%	143
2024 Q2	$263K	Hold	4,925	–	–	0.05%	141
2024 Q1	$265K	Hold	4,925	–	–	0.05%	137
2023 Q4	$266K	Buy	+4,925	New	+$256K	0.05%	129

Other funds holding NYF

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

HPA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

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

SAM

Satovsky Asset Management New York $627M AUM 19.75% 1-Year Est. Return

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

American Investment Services's NYF Position: Q4 2025 in Review

American Investment Services sold out of iShares New York Muni Bond ETF (NYF) in Q4 2025, closing a stake of 4,925 shares — an estimated $263K sold.

American Investment Services first reported a position in NYF in Q4 2023 and held it in 8 quarters. The position peaked at $268K in Q3 2024. 187 funds tracked by Wall St. Rank hold NYF as of Q4 2025.

American Investment Services reported no remaining iShares New York Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
American Investment Services sold 4,925 iShares New York Muni Bond ETF shares in Q4 2025, an estimated $263K.
American Investment Services first reported a position in iShares New York Muni Bond ETF in Q4 2023 and held it in 8 quarters.
American Investment Services's iShares New York Muni Bond ETF position peaked at $268K in Q3 2024.
187 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2025.

Based on American Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.