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

Atria Wealth Solutions’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
2025 Q2	$1.33M	Buy	25,559 +5,406	+27%	+$281K	0.03%	539
2025 Q1	$1.06M	Buy	20,153 +3	+0%	+$160	0.01%	862
2024 Q4	$1.07M	Sell	20,150 -754	-4%	-$40.5K	0.01%	898
2024 Q3	$1.14M	Buy	20,904 +606	+3%	+$32.7K	0.01%	868
2024 Q2	$1.08M	Hold	20,298	–	–	0.01%	863
2024 Q1	$1.09M	Sell	20,298 -2,624	-11%	-$141K	0.01%	872
2023 Q4	$1.24M	Buy	22,922 +4,300	+23%	+$224K	0.02%	780
2023 Q3	$950K	Sell	18,622 -14,857	-44%	-$781K	0.01%	835
2023 Q2	$1.78M	Buy	33,479 +20,220	+153%	+$1.08M	0.02%	605
2023 Q1	$709K	Buy	13,259 +6,100	+85%	+$324K	0.01%	958
2022 Q4	$375K	Buy	7,159 +1,258	+21%	+$64.9K	0.01%	1234
2022 Q3	$299K	Buy	+5,901	New	+$311K	0.01%	1302

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

HPA

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Satovsky Asset Management New York $627M AUM 19.75% 1-Year Est. Return

Atria Wealth Solutions's NYF Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares New York Muni Bond ETF (NYF) stake by 27% in Q2 2025, buying an estimated $281K and bringing the position to 25,559 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #539.

Atria Wealth Solutions first reported a position in NYF in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.78M in Q2 2023. 175 funds tracked by Wall St. Rank hold NYF as of Q2 2025.

Atria Wealth Solutions held 25,559 shares of iShares New York Muni Bond ETF worth $1.33M as of Q2 2025.
Atria Wealth Solutions bought 5,406 iShares New York Muni Bond ETF shares in Q2 2025, an estimated $281K.
iShares New York Muni Bond ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #539 holding.
Atria Wealth Solutions first reported a position in iShares New York Muni Bond ETF in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's iShares New York Muni Bond ETF position peaked at $1.78M in Q2 2023.
175 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.