Bank of Montreal
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Bank of Montreal’s iShares New York Muni Bond ETF NYF Stock Holding History

Bank of Montreal’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 		$99.1K Buy
+1,865
New +$100K ﹤0.01% 3137
2022
Q4 		– Sell
-2,000
Closed -$104 – 4198
2022
Q3 		$104 Buy
+2,000
New +$105K ﹤0.01% 3456

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 $6.98B AUM 18.78% 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

Bank of Montreal's NYF Position: Q1 2026 in Review

Bank of Montreal opened a new position in iShares New York Muni Bond ETF (NYF) in Q1 2026: 1,865 shares worth $99.1K. The stake represents ﹤0.01% of the portfolio and ranks #3137 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in NYF as recently as Q3 2022.

Bank of Montreal first reported a position in NYF in Q3 2022 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Bank of Montreal held 1,865 shares of iShares New York Muni Bond ETF worth $99.1K as of Q1 2026.
  • iShares New York Muni Bond ETF was a new Bank of Montreal position in Q1 2026.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3137 holding.
  • Bank of Montreal first reported a position in iShares New York Muni Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.