Ashton Thomas Private Wealth’s iShares New York Muni Bond ETF NYF Stock Holding History

Ashton Thomas Private Wealth’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
2020 Q2	–	Sell	-5,516	Closed	-$312K	–	249
2020 Q1	$312K	Sell	5,516 -30	-0.5%	-$1.71K	0.13%	161
2019 Q4	$316K	Sell	5,546 -4,114	-43%	-$235K	0.1%	182
2019 Q3	$553K	Sell	9,660 -58	-0.6%	-$3.32K	0.23%	98
2019 Q2	$552K	Sell	9,718 -48	-0.5%	-$2.7K	0.21%	100
2019 Q1	$545K	Buy	+9,766	New	+$539K	0.22%	92

Other funds holding NYF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Ashton Thomas Private Wealth's NYF Position: Q2 2020 in Review

Ashton Thomas Private Wealth sold out of iShares New York Muni Bond ETF (NYF) in Q2 2020, closing a stake of 5,516 shares — an estimated $312K sold.

Ashton Thomas Private Wealth first reported a position in NYF in Q1 2019 and held it in 5 quarters. The position peaked at $553K in Q3 2019. 94 funds tracked by Wall St. Rank hold NYF as of Q2 2020.

Ashton Thomas Private Wealth reported no remaining iShares New York Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Ashton Thomas Private Wealth sold 5,516 iShares New York Muni Bond ETF shares in Q2 2020, an estimated $312K.
Ashton Thomas Private Wealth first reported a position in iShares New York Muni Bond ETF in Q1 2019 and held it in 5 quarters.
Ashton Thomas Private Wealth's iShares New York Muni Bond ETF position peaked at $553K in Q3 2019.
94 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2020.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2020, filed 22 Apr 2024.