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

Atlas 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
2021 Q2	–	Sell	-2,680	Closed	-$155K	–	291
2021 Q1	$155K	Hold	2,680	–	–	0.1%	129
2020 Q4	$156K	Hold	2,680	–	–	0.11%	126
2020 Q3	$154K	Hold	2,680	–	–	0.12%	119
2020 Q2	$154K	Hold	2,680	–	–	0.12%	121
2020 Q1	$151K	Hold	2,680	–	–	0.14%	120
2019 Q4	$153K	Buy	+2,680	New	+$153K	0.12%	141

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

HPA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFG

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Atlas Private Wealth Management's NYF Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2021, closing a stake of 2,680 shares — an estimated $155K sold.

Atlas Private Wealth Management first reported a position in NYF in Q4 2019 and held it in 6 quarters. The position peaked at $156K in Q4 2020. 104 funds tracked by Wall St. Rank hold NYF as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 2,680 iShares New York Muni Bond ETF shares in Q2 2021, an estimated $155K.
Atlas Private Wealth Management first reported a position in iShares New York Muni Bond ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares New York Muni Bond ETF position peaked at $156K in Q4 2020.
104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.