B. Riley Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

B. Riley Wealth Management’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
2020 Q2	–	Sell	-18,239	Closed	-$1.03M	–	518
2020 Q1	$1.03M	Hold	18,239	–	–	0.11%	170
2019 Q4	$1.04M	Hold	18,239	–	–	0.16%	139
2019 Q3	$1.04M	Sell	18,239 -1,278	-7%	-$73.2K	0.18%	132
2019 Q2	$1.11K	Hold	19,517	–	–	0.17%	122
2019 Q1	$1.09M	Sell	19,517 -266	-1%	-$14.7K	0.19%	125
2018 Q4	$1.08M	Buy	+19,783	New	+$1.07M	0.23%	104

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

B. Riley Wealth Management's NYF Position: Q2 2020 in Review

B. Riley Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2020, closing a stake of 18,239 shares — an estimated $1.03M sold.

B. Riley Wealth Management first reported a position in NYF in Q4 2018 and held it in 6 quarters. The position peaked at $1.09M in Q1 2019. 94 funds tracked by Wall St. Rank hold NYF as of Q2 2020.

B. Riley Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
B. Riley Wealth Management sold 18,239 iShares New York Muni Bond ETF shares in Q2 2020, an estimated $1.03M.
B. Riley Wealth Management first reported a position in iShares New York Muni Bond ETF in Q4 2018 and held it in 6 quarters.
B. Riley Wealth Management's iShares New York Muni Bond ETF position peaked at $1.09M in Q1 2019.
94 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.