American Portfolios Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

American Portfolios 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
2022 Q3	$804K	Buy	15,893 +1,504	+10%	+$79.1K	0.03%	488
2022 Q2	$757K	Sell	14,389 -1,135	-7%	-$60K	0.03%	514
2022 Q1	$847K	Buy	15,524 +164	+1%	+$9.22K	0.03%	547
2021 Q4	$890K	Buy	15,360 +3,582	+30%	+$207K	0.03%	516
2021 Q3	$681K	Buy	11,778 +2,060	+21%	+$120K	0.03%	577
2021 Q2	$568K	Buy	9,718 +777	+9%	+$45.3K	0.02%	657
2021 Q1	$516K	Sell	8,941 -346	-4%	-$20.1K	0.02%	633
2020 Q4	$541K	Buy	9,287 +1,894	+26%	+$109K	0.03%	539
2020 Q3	$425K	Buy	7,393 +24	+0.3%	+$1.39K	0.02%	532
2020 Q2	$424K	Sell	7,369 -154	-2%	-$8.71K	0.03%	486
2020 Q1	$425K	Buy	7,523 +701	+10%	+$40K	0.04%	404
2019 Q4	$389K	Buy	6,822 +377	+6%	+$21.5K	0.03%	509
2019 Q3	$369K	Buy	6,445 +6	+0.1%	+$344	0.03%	501
2019 Q2	$366K	Buy	6,439 +59	+0.9%	+$3.32K	0.03%	502
2019 Q1	$356K	Sell	6,380 -113	-2%	-$6.23K	0.03%	457
2018 Q4	$356K	Sell	6,493 -25	-0.4%	-$1.35K	0.04%	366
2018 Q3	$354K	Sell	6,518 -115	-2%	-$6.28K	0.04%	415
2018 Q2	$364K	Sell	6,633 -76	-1%	-$4.15K	0.05%	358
2018 Q1	$367K	Buy	6,709 +381	+6%	+$21K	0.05%	338
2017 Q4	$353K	Buy	+6,328	New	+$353K	0.06%	340

Other funds holding NYF

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

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

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

American Portfolios Advisors's NYF Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 10% in Q3 2022, buying an estimated $79.1K and bringing the position to 15,893 shares worth $804K. The position accounts for 0.03% of the portfolio, ranked #488.

American Portfolios Advisors first reported a position in NYF in Q4 2017 and has held it in 20 quarters since. The position peaked at $890K in Q4 2021. 104 funds tracked by Wall St. Rank hold NYF as of Q3 2022.

American Portfolios Advisors held 15,893 shares of iShares New York Muni Bond ETF worth $804K as of Q3 2022.
American Portfolios Advisors bought 1,504 iShares New York Muni Bond ETF shares in Q3 2022, an estimated $79.1K.
iShares New York Muni Bond ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #488 holding.
American Portfolios Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares New York Muni Bond ETF position peaked at $890K in Q4 2021.
104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.