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Bell Investment Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Bell Investment Advisors’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
2025
Q3 		– Sell
-8,926
Closed -$465K – 1941
2025
Q2 		$465K Buy
8,926
+65
+0.7% +$3.38K 0.08% 77
2025
Q1 		$467K Buy
8,861
+42
+0.5% +$2.24K 0.09% 67
2024
Q4 		$469K Buy
8,819
+235
+3% +$12.6K 0.09% 67
2024
Q3 		$466K Buy
8,584
+59
+0.7% +$3.18K 0.09% 68
2024
Q2 		$455K Buy
8,525
+58
+0.7% +$3.09K 0.09% 69
2024
Q1 		$456K Buy
8,467
+37
+0.4% +$2K 0.09% 69
2023
Q4 		$456K Buy
8,430
+73
+0.9% +$3.8K 0.09% 65
2023
Q3 		$426K Buy
+8,357
New +$439K 0.1% 63

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bell Investment Advisors's NYF Position: Q3 2025 in Review

Bell Investment Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q3 2025, closing a stake of 8,926 shares — an estimated $465K sold.

Bell Investment Advisors first reported a position in NYF in Q3 2023 and held it in 8 quarters. The position peaked at $469K in Q4 2024. 174 funds tracked by Wall St. Rank hold NYF as of Q3 2025.

  • Bell Investment Advisors reported no remaining iShares New York Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 8,926 iShares New York Muni Bond ETF shares in Q3 2025, an estimated $465K.
  • Bell Investment Advisors first reported a position in iShares New York Muni Bond ETF in Q3 2023 and held it in 8 quarters.
  • Bell Investment Advisors's iShares New York Muni Bond ETF position peaked at $469K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.