Atria Investments’s iShares New York Muni Bond ETF NYF Stock Holding History

Atria Investments’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	$283K	Buy	5,255 +176	+3%	+$9.42K	﹤0.01%	1887
2026 Q1	$270K	Sell	5,079 -236	-4%	-$12.7K	﹤0.01%	1819
2025 Q4	$284K	Buy	5,315 +8	+0.2%	+$428	﹤0.01%	1762
2025 Q3	$283K	Buy	5,307 +130	+3%	+$6.8K	﹤0.01%	1753
2025 Q2	$270K	Buy	5,177 +58	+1%	+$3.02K	﹤0.01%	1770
2025 Q1	$270K	Buy	5,119 +86	+2%	+$4.58K	﹤0.01%	1682
2024 Q4	$268K	Buy	5,033 +169	+3%	+$9.08K	﹤0.01%	1648
2024 Q3	$264K	Sell	4,864 -47	-1%	-$2.53K	﹤0.01%	1678
2024 Q2	$262K	Buy	+4,911	New	+$262K	﹤0.01%	1666

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Atria Investments's NYF Position: Q2 2026 in Review

Atria Investments increased its iShares New York Muni Bond ETF (NYF) stake by 3.5% in Q2 2026, buying an estimated $9.42K and bringing the position to 5,255 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Atria Investments first reported a position in NYF in Q2 2024 and has held it in 9 quarters since. The position peaked at $284K in Q4 2025. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Atria Investments held 5,255 shares of iShares New York Muni Bond ETF worth $283K as of Q2 2026.
Atria Investments bought 176 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $9.42K.
iShares New York Muni Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1887 holding.
Atria Investments first reported a position in iShares New York Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's iShares New York Muni Bond ETF position peaked at $284K in Q4 2025.
202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.