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Belpointe Asset Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-4,141
Closed -$222K – 2416
2023
Q1 		$222K Sell
4,141
-325
-7% -$17.2K 0.01% 884
2022
Q4 		$234K Hold
4,466
– – 0.01% 826
2022
Q3 		$226K Hold
4,466
– – 0.02% 782
2022
Q2 		$235K Hold
4,466
– – 0.02% 763
2022
Q1 		$244K Sell
4,466
-47
-1% -$2.64K 0.01% 822
2021
Q4 		$262K Sell
4,513
-4,105
-48% -$237K 0.02% 774
2021
Q3 		$499K Buy
8,618
+3,809
+79% +$222K 0.03% 506
2021
Q2 		$281K Sell
4,809
-750
-13% -$43.7K 0.02% 695
2021
Q1 		$321K Sell
5,559
-95
-2% -$5.52K 0.03% 576
2020
Q4 		$329K Sell
5,654
-95
-2% -$5.47K 0.03% 525
2020
Q3 		$330K Sell
5,749
-85
-1% -$4.91K 0.04% 408
2020
Q2 		$336K Sell
5,834
-80
-1% -$4.53K 0.04% 381
2020
Q1 		$334K Sell
5,914
-295
-5% -$16.8K 0.06% 314
2019
Q4 		$354K Sell
6,209
-75
-1% -$4.28K 0.04% 409
2019
Q3 		$360K Buy
6,284
+170
+3% +$9.74K 0.06% 358
2019
Q2 		$347K Buy
+6,114
New +$344K 0.07% 304
2019
Q1 		– Sell
-6,307
Closed -$345K – 523
2018
Q4 		$345K Sell
6,307
-1,907
-23% -$103K 0.09% 253
2018
Q3 		$447K Buy
8,214
+374
+5% +$20.4K 0.07% 285
2018
Q2 		$430K Hold
7,840
– – 0.12% 195
2018
Q1 		$429K Sell
7,840
-374
-5% -$20.6K 0.13% 189
2017
Q4 		$458K Buy
8,214
+266
+3% +$14.9K 0.1% 244
2017
Q3 		$445K Buy
+7,948
New +$445K 0.1% 223

Other funds holding NYF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Belpointe Asset Management's NYF Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2023, closing a stake of 4,141 shares — an estimated $222K sold.

Belpointe Asset Management first reported a position in NYF in Q3 2017 and held it in 22 quarters. The position peaked at $499K in Q3 2021. 111 funds tracked by Wall St. Rank hold NYF as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 4,141 iShares New York Muni Bond ETF shares in Q2 2023, an estimated $222K.
  • Belpointe Asset Management first reported a position in iShares New York Muni Bond ETF in Q3 2017 and held it in 22 quarters.
  • Belpointe Asset Management's iShares New York Muni Bond ETF position peaked at $499K in Q3 2021.
  • 111 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.