Bartlett & Co Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Bartlett & Co 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 Q4	–	Sell	-1,000	Closed	-$57.4K	–	1217
2020 Q3	$57.4K	Hold	1,000	–	–	﹤0.01%	479
2020 Q2	$57.5K	Hold	1,000	–	–	﹤0.01%	471
2020 Q1	$56.5K	Hold	1,000	–	–	﹤0.01%	442
2019 Q4	$57K	Hold	1,000	–	–	﹤0.01%	505
2019 Q3	$57.2K	Buy	+1,000	New	+$57.3K	﹤0.01%	505
2019 Q1	–	Sell	-1,282	Closed	-$70.2K	–	753
2018 Q4	$70.2K	Buy	+1,282	New	+$69.3K	﹤0.01%	350

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

Jane Street New York $777B AUM 61.18% 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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

HPA

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

Bartlett & Co Wealth Management's NYF Position: Q4 2020 in Review

Bartlett & Co Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q4 2020, closing a stake of 1,000 shares — an estimated $57.4K sold.

Bartlett & Co Wealth Management first reported a position in NYF in Q4 2018 and held it in 6 quarters. The position peaked at $70.2K in Q4 2018. 108 funds tracked by Wall St. Rank hold NYF as of Q4 2020.

Bartlett & Co Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,000 iShares New York Muni Bond ETF shares in Q4 2020, an estimated $57.4K.
Bartlett & Co Wealth Management first reported a position in iShares New York Muni Bond ETF in Q4 2018 and held it in 6 quarters.
Bartlett & Co Wealth Management's iShares New York Muni Bond ETF position peaked at $70.2K in Q4 2018.
108 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2020, filed 13 Feb 2024.