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Atomi Financial Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Atomi Financial Group’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 		$2.34M Buy
43,363
+721
+2% +$38.6K 0.06% 232
2026
Q1 		$2.27M Buy
42,642
+7,059
+20% +$380K 0.07% 222
2025
Q4 		$1.9M Buy
35,583
+3,045
+9% +$163K 0.06% 250
2025
Q3 		$1.74M Buy
32,538
+15,469
+91% +$810K 0.06% 228
2025
Q2 		$890K Buy
17,069
+3,635
+27% +$189K 0.03% 379
2025
Q1 		$707K Sell
13,434
-2,474
-16% -$132K 0.03% 401
2024
Q4 		$847K Buy
15,908
+4,132
+35% +$222K 0.04% 310
2024
Q3 		$640K Sell
11,776
-805
-6% -$43.4K 0.04% 367
2024
Q2 		$672K Buy
12,581
+4,147
+49% +$221K 0.05% 302
2024
Q1 		$454K Buy
+8,434
New +$455K 0.04% 380

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

Atomi Financial Group's NYF Position: Q2 2026 in Review

Atomi Financial Group increased its iShares New York Muni Bond ETF (NYF) stake by 1.7% in Q2 2026, buying an estimated $38.6K and bringing the position to 43,363 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #232.

Atomi Financial Group first reported a position in NYF in Q1 2024 and has held it in 10 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Atomi Financial Group held 43,363 shares of iShares New York Muni Bond ETF worth $2.34M as of Q2 2026.
  • Atomi Financial Group bought 721 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $38.6K.
  • iShares New York Muni Bond ETF made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #232 holding.
  • Atomi Financial Group first reported a position in iShares New York Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.