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

Atlas Capital 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 		$128K Buy
2,369
+605
+34% +$32.4K 0.01% 561
2026
Q1 		$93.7K Buy
+1,764
New +$94.9K 0.01% 547
2024
Q1 		– Sell
-456
Closed -$24.7K – 944
2023
Q4 		$24.7K Sell
456
-110
-19% -$5.72K ﹤0.01% 674
2023
Q3 		$28.9K Sell
566
-54
-9% -$2.84K ﹤0.01% 602
2023
Q2 		$33K Buy
620
+504
+434% +$26.9K 0.01% 621
2023
Q1 		$6.21K Sell
116
-1,141
-91% -$60.5K ﹤0.01% 781
2022
Q4 		$65.9K Sell
1,257
-592
-32% -$30.5K 0.01% 502
2022
Q3 		$93.5K Sell
1,849
-2,502
-58% -$132K 0.02% 456
2022
Q2 		$229K Sell
4,351
-7,789
-64% -$412K 0.04% 349
2022
Q1 		$662K Buy
12,140
+90
+0.7% +$5.06K 0.1% 176
2021
Q4 		$698K Buy
12,050
+2,672
+28% +$155K 0.1% 171
2021
Q3 		$543K Buy
9,378
+1,207
+15% +$70.5K 0.09% 190
2021
Q2 		$478K Buy
8,171
+272
+3% +$15.8K 0.08% 217
2021
Q1 		$456K Buy
+7,899
New +$459K 0.09% 211
2020
Q3 		– Sell
-175
Closed -$10.1K – 499
2020
Q2 		$10.1K Buy
+175
New +$9.9K ﹤0.01% 610
2018
Q2 		– Sell
-1,258
Closed -$68.9K – 544
2018
Q1 		$68.9K Buy
+1,258
New +$69.2K 0.02% 396

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Atlas Capital Advisors's NYF Position: Q2 2026 in Review

Atlas Capital Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 34% in Q2 2026, buying an estimated $32.4K and bringing the position to 2,369 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #561.

Atlas Capital Advisors first reported a position in NYF in Q1 2018 and has held it in 16 quarters since. The position peaked at $698K in Q4 2021. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Atlas Capital Advisors held 2,369 shares of iShares New York Muni Bond ETF worth $128K as of Q2 2026.
  • Atlas Capital Advisors bought 605 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $32.4K.
  • iShares New York Muni Bond ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #561 holding.
  • Atlas Capital Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2018 and has held it in 16 quarters since.
  • Atlas Capital Advisors's iShares New York Muni Bond ETF position peaked at $698K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.