Arden Trust’s iShares New York Muni Bond ETF NYF Stock Holding History

Arden Trust’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	–	Sell	-5,615	Closed	-$300K	–	281
2023 Q1	$300K	Hold	5,615	–	–	0.05%	245
2022 Q4	$294K	Hold	5,615	–	–	0.06%	219
2022 Q3	$284K	Buy	5,615 +1,077	+24%	+$56.7K	0.07%	220
2022 Q2	$239K	Hold	4,538	–	–	0.05%	243
2022 Q1	$248K	Hold	4,538	–	–	0.05%	247
2021 Q4	$263K	Hold	4,538	–	–	0.04%	267
2021 Q3	$263K	Hold	4,538	–	–	0.04%	257
2021 Q2	$265K	Hold	4,538	–	–	0.04%	268
2021 Q1	$262K	Hold	4,538	–	–	0.04%	275
2020 Q4	$264K	Hold	4,538	–	–	0.04%	270
2020 Q3	$261K	Hold	4,538	–	–	0.05%	256
2020 Q2	$261K	Hold	4,538	–	–	0.05%	267
2020 Q1	$256K	Sell	4,538 -460	-9%	-$26.3K	0.05%	244
2019 Q4	$285K	Hold	4,998	–	–	0.04%	278
2019 Q3	$286K	Hold	4,998	–	–	0.05%	293
2019 Q2	$284K	Hold	4,998	–	–	0.05%	278
2019 Q1	$279K	Hold	4,998	–	–	0.04%	294
2018 Q4	$274K	Hold	4,998	–	–	0.05%	273
2018 Q3	$272K	Hold	4,998	–	–	0.04%	312
2018 Q2	$274K	Hold	4,998	–	–	0.04%	303
2018 Q1	$274K	Hold	4,998	–	–	0.04%	312
2017 Q4	$279K	Hold	4,998	–	–	0.04%	298
2017 Q3	$280K	Buy	4,998 +1,330	+36%	+$74.5K	0.04%	304
2017 Q2	$205K	Hold	3,668	–	–	0.03%	347
2017 Q1	$202K	Buy	+3,668	New	+$201K	0.03%	332
2016 Q4	–	Sell	-3,668	Closed	-$209K	–	348
2016 Q3	$209K	Buy	+3,668	New	+$210K	0.03%	305

Other funds holding NYF

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Arden Trust's NYF Position: Q2 2023 in Review

Arden Trust sold out of iShares New York Muni Bond ETF (NYF) in Q2 2023, closing a stake of 5,615 shares — an estimated $300K sold.

Arden Trust first reported a position in NYF in Q3 2016 and held it in 26 quarters. The position peaked at $300K in Q1 2023. 111 funds tracked by Wall St. Rank hold NYF as of Q2 2023.

Arden Trust reported no remaining iShares New York Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Arden Trust sold 5,615 iShares New York Muni Bond ETF shares in Q2 2023, an estimated $300K.
Arden Trust first reported a position in iShares New York Muni Bond ETF in Q3 2016 and held it in 26 quarters.
Arden Trust's iShares New York Muni Bond ETF position peaked at $300K in Q1 2023.
111 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2023.

Based on Arden Trust's 13F filing for Q2 2023, filed 14 Jul 2023.