Avantax Advisory Services’s iShares New York Muni Bond ETF NYF Stock Holding History

Avantax Advisory Services’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	$518K	Buy	9,940 +2,074	+26%	+$108K	﹤0.01%	1561
2025 Q1	$414K	Buy	7,866 +721	+10%	+$38.4K	﹤0.01%	1633
2024 Q4	$380K	Buy	7,145 +1,248	+21%	+$67K	﹤0.01%	1628
2024 Q3	$320K	Buy	5,897 +15	+0.3%	+$809	﹤0.01%	1702
2024 Q2	$314K	Buy	5,882 +215	+4%	+$11.5K	﹤0.01%	1662
2024 Q1	$305K	Buy	5,667 +382	+7%	+$20.6K	﹤0.01%	1284
2023 Q4	$286K	Sell	5,285 -30	-0.6%	-$1.56K	﹤0.01%	1260
2023 Q3	$271K	Sell	5,315 -2,088	-28%	-$110K	﹤0.01%	1253
2023 Q2	$394K	Buy	7,403 +172	+2%	+$9.16K	﹤0.01%	1042
2023 Q1	$387K	Buy	7,231 +1,675	+30%	+$88.9K	﹤0.01%	1021
2022 Q4	$291K	Sell	5,556 -1,845	-25%	-$95.2K	﹤0.01%	1123
2022 Q3	$374K	Buy	7,401 +351	+5%	+$18.5K	0.01%	906
2022 Q2	$371K	Sell	7,050 -1,272	-15%	-$67.2K	0.01%	912
2022 Q1	$455K	Buy	8,322 +1,079	+15%	+$60.7K	0.01%	819
2021 Q4	$420K	Sell	7,243 -214	-3%	-$12.4K	0.01%	825
2021 Q3	$432K	Sell	7,457 -224	-3%	-$13.1K	0.01%	770
2021 Q2	$449K	Buy	7,681 +265	+4%	+$15.4K	0.01%	743
2021 Q1	$427K	Buy	7,416 +51	+0.7%	+$2.96K	0.01%	671
2020 Q4	$430K	Sell	7,365 -1,854	-20%	-$107K	0.01%	599
2020 Q3	$529K	Buy	9,219 +3,092	+50%	+$179K	0.01%	766
2020 Q2	$352K	Buy	6,127 +14	+0.2%	+$792	0.01%	584
2020 Q1	$346K	Buy	+6,113	New	+$349K	0.01%	530

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

SAM

Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

Avantax Advisory Services's NYF Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares New York Muni Bond ETF (NYF) stake by 26% in Q2 2025, buying an estimated $108K and bringing the position to 9,940 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Avantax Advisory Services first reported a position in NYF in Q1 2020 and has held it in 22 quarters since. The position peaked at $529K in Q3 2020. 174 funds tracked by Wall St. Rank hold NYF as of Q2 2025.

Avantax Advisory Services held 9,940 shares of iShares New York Muni Bond ETF worth $518K as of Q2 2025.
Avantax Advisory Services bought 2,074 iShares New York Muni Bond ETF shares in Q2 2025, an estimated $108K.
iShares New York Muni Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1561 holding.
Avantax Advisory Services first reported a position in iShares New York Muni Bond ETF in Q1 2020 and has held it in 22 quarters since.
Avantax Advisory Services's iShares New York Muni Bond ETF position peaked at $529K in Q3 2020.
174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.