BCS Private Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

BCS Private 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
2026 Q2	$216K	Hold	4,000	–	–	0.06%	177
2026 Q1	$212K	Hold	4,000	–	–	0.06%	180
2025 Q4	$214K	Hold	4,000	–	–	0.07%	167
2025 Q3	$213K	Sell	4,000 -3,000	-43%	-$157K	0.08%	154
2025 Q2	$365K	Buy	+7,000	New	+$364K	0.14%	114

Other funds holding NYF

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

HPA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BCS Private Wealth Management's NYF Position: Q2 2026 in Review

BCS Private Wealth Management held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 4,000 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #177.

BCS Private Wealth Management first reported a position in NYF in Q2 2025 and has held it in 5 quarters since. The position peaked at $365K in Q2 2025. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

BCS Private Wealth Management held 4,000 shares of iShares New York Muni Bond ETF worth $216K as of Q2 2026.
BCS Private Wealth Management left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
iShares New York Muni Bond ETF made up 0.06% of BCS Private Wealth Management's portfolio in Q2 2026, its #177 holding.
BCS Private Wealth Management first reported a position in iShares New York Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's iShares New York Muni Bond ETF position peaked at $365K in Q2 2025.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.