Atlantic Edge Private Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Atlantic Edge Private Wealth Management’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
2025 Q4	–	Sell	-2,900	Closed	-$155K	–	593
2025 Q3	$155K	Hold	2,900	–	–	0.04%	148
2025 Q2	$151K	Hold	2,900	–	–	0.04%	144
2025 Q1	$153K	Hold	2,900	–	–	0.05%	134
2024 Q4	$154K	Hold	2,900	–	–	0.05%	137
2024 Q3	$158K	Hold	2,900	–	–	0.05%	139
2024 Q2	$155K	Hold	2,900	–	–	0.05%	137
2024 Q1	$156K	Buy	+2,900	New	+$156K	0.05%	138

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

HPA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

SAM

Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's NYF Position: Q4 2025 in Review

Atlantic Edge Private Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q4 2025, closing a stake of 2,900 shares — an estimated $155K sold.

Atlantic Edge Private Wealth Management first reported a position in NYF in Q1 2024 and held it in 7 quarters. The position peaked at $158K in Q3 2024. 187 funds tracked by Wall St. Rank hold NYF as of Q4 2025.

Atlantic Edge Private Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 2,900 iShares New York Muni Bond ETF shares in Q4 2025, an estimated $155K.
Atlantic Edge Private Wealth Management first reported a position in iShares New York Muni Bond ETF in Q1 2024 and held it in 7 quarters.
Atlantic Edge Private Wealth Management's iShares New York Muni Bond ETF position peaked at $158K in Q3 2024.
187 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.