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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
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 $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Atria Investments's NYF Position: Q1 2026 in Review

Atria Investments reduced its iShares New York Muni Bond ETF (NYF) stake by 4.4% in Q1 2026, selling an estimated $12.7K and leaving 5,079 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Atria Investments first reported a position in NYF in Q2 2024 and has held it in 8 quarters since. The position peaked at $284K in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Atria Investments held 5,079 shares of iShares New York Muni Bond ETF worth $270K as of Q1 2026.
  • Atria Investments sold 236 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $12.7K.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1819 holding.
  • Atria Investments first reported a position in iShares New York Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's iShares New York Muni Bond ETF position peaked at $284K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.