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Amplius Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Amplius Wealth 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
2026
Q2 		– Sell
-4,350
Closed -$231K – 215
2026
Q1 		$231K Buy
+4,350
New +$234K 0.02% 160

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Amplius Wealth Advisors's NYF Position: Q2 2026 in Review

Amplius Wealth Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q2 2026, closing a stake of 4,350 shares — an estimated $231K sold.

Amplius Wealth Advisors first reported a position in NYF in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 61 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Amplius Wealth Advisors reported no remaining iShares New York Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 4,350 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $231K.
  • Amplius Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares New York Muni Bond ETF position peaked at $231K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.