Apella Capital’s iShares New York Muni Bond ETF NYF Stock Holding History

Apella Capital’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	$574K	Buy	10,681 +49	+0.5%	+$2.62K	0.01%	451
2026 Q1	$571K	Buy	10,632 +280	+3%	+$15.1K	0.01%	438
2025 Q4	$554K	Buy	10,352 +1,337	+15%	+$71.6K	0.01%	341
2025 Q3	$484K	Buy	+9,015	New	+$472K	0.01%	328

Other funds holding NYF

HPA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

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

EWA

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Apella Capital's NYF Position: Q2 2026 in Review

Apella Capital increased its iShares New York Muni Bond ETF (NYF) stake by 0.46% in Q2 2026, buying an estimated $2.62K and bringing the position to 10,681 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #451.

Apella Capital first reported a position in NYF in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Apella Capital held 10,681 shares of iShares New York Muni Bond ETF worth $574K as of Q2 2026.
Apella Capital bought 49 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $2.62K.
iShares New York Muni Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #451 holding.
Apella Capital first reported a position in iShares New York Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
40 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.