Baird Financial Group
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Baird Financial Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Baird Financial Group’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 		$308K Hold
5,803
– – ﹤0.01% 1625
2025
Q4 		$311K Hold
5,803
– – ﹤0.01% 1622
2025
Q3 		$310K Buy
+5,803
New +$304K ﹤0.01% 1624
2025
Q2 		– Sell
-6,760
Closed -$356K – 1830
2025
Q1 		$356K Hold
6,760
– – ﹤0.01% 1499
2024
Q4 		$360K Hold
6,760
– – ﹤0.01% 1491
2024
Q3 		$367K Buy
6,760
+581
+9% +$31.3K ﹤0.01% 1480
2024
Q2 		$330K Hold
6,179
– – ﹤0.01% 1526
2024
Q1 		$332K Hold
6,179
– – ﹤0.01% 1521
2023
Q4 		$334K Sell
6,179
-8,060
-57% -$420K ﹤0.01% 1480
2023
Q3 		$727K Buy
+14,239
New +$749K ﹤0.01% 1205

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

Baird Financial Group's NYF Position: Q1 2026 in Review

Baird Financial Group held its iShares New York Muni Bond ETF (NYF) position steady in Q1 2026 at 5,803 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Baird Financial Group first reported a position in NYF in Q3 2023 and has held it in 10 quarters since. The position peaked at $727K in Q3 2023. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Baird Financial Group held 5,803 shares of iShares New York Muni Bond ETF worth $308K as of Q1 2026.
  • Baird Financial Group left its iShares New York Muni Bond ETF share count unchanged in Q1 2026.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1625 holding.
  • Baird Financial Group first reported a position in iShares New York Muni Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • Baird Financial Group's iShares New York Muni Bond ETF position peaked at $727K in Q3 2023.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.