Betterment LLC
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Betterment LLC’s iShares New York Muni Bond ETF NYF Stock Holding History

Betterment LLC’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 		$9.03M Buy
167,573
+6,250
+4% +$335K 0.02% 147
2026
Q1 		$8.57M Buy
161,323
+5,115
+3% +$275K 0.02% 146
2025
Q4 		$8.36M Buy
156,208
+5,507
+4% +$295K 0.02% 137
2025
Q3 		$8.04M Sell
150,701
-15,663
-9% -$820K 0.02% 135
2025
Q2 		$8.67M Sell
166,364
-2,927
-2% -$152K 0.02% 129
2025
Q1 		$8.91M Sell
169,291
-10,035
-6% -$534K 0.02% 118
2024
Q4 		$9.54M Buy
179,326
+18,255
+11% +$980K 0.02% 112
2024
Q3 		$8.75M Buy
161,071
+5,814
+4% +$313K 0.02% 108
2024
Q2 		$8.29M Buy
155,257
+22,705
+17% +$1.21M 0.02% 100
2024
Q1 		$7.13M Buy
132,552
+19,851
+18% +$1.07M 0.02% 94
2023
Q4 		$6.1M Sell
112,701
-1,450
-1% -$75.5K 0.02% 92
2023
Q3 		$5.83M Buy
114,151
+5,036
+5% +$265K 0.02% 83
2023
Q2 		$5.81M Buy
109,115
+6,792
+7% +$362K 0.02% 79
2023
Q1 		$5.47M Buy
102,323
+6,697
+7% +$355K 0.02% 83
2022
Q4 		$5.01M Buy
95,626
+10,150
+12% +$524K 0.02% 87
2022
Q3 		$4.5M Hold
85,476
– – 0.02% 90
2022
Q2 		$4.5M Sell
85,476
-10,112
-11% -$534K 0.02% 90
2022
Q1 		$5.21M Sell
95,588
-3,907
-4% -$220K 0.02% 86
2021
Q4 		$5.77M Buy
99,495
+12,668
+15% +$733K 0.02% 80
2021
Q3 		$5.02M Buy
86,827
+5,552
+7% +$324K 0.02% 79
2021
Q2 		$4.75M Buy
81,275
+10,880
+15% +$634K 0.02% 74
2021
Q1 		$4.06M Buy
70,395
+25,303
+56% +$1.47M 0.02% 64
2020
Q4 		$2.63M Buy
45,092
+5,252
+13% +$303K 0.01% 73
2020
Q3 		$2.29M Buy
39,840
+5,065
+15% +$293K 0.01% 68
2020
Q2 		$2M Buy
34,775
+4,071
+13% +$230K 0.01% 70
2020
Q1 		$1.74M Buy
30,704
+140
+0.5% +$7.99K 0.01% 70
2019
Q4 		$1.74M Buy
30,564
+3,439
+13% +$196K 0.01% 68
2019
Q3 		$1.54M Hold
27,125
– – 0.01% 72
2019
Q2 		$1.54M Buy
27,125
+3,932
+17% +$221K 0.01% 72
2019
Q1 		$1.29M Buy
23,193
+11,805
+104% +$651K 0.01% 75
2018
Q4 		$624K Sell
11,388
-550
-5% -$29.7K ﹤0.01% 82
2018
Q3 		$649K Sell
11,938
-1,556
-12% -$85K ﹤0.01% 81
2018
Q2 		$739K Buy
13,494
+702
+5% +$38.3K 0.01% 76
2018
Q1 		$696K Buy
12,792
+2,566
+25% +$141K 0.01% 76
2017
Q4 		$570K Buy
10,226
+2,928
+40% +$164K ﹤0.01% 73
2017
Q3 		$409K Buy
7,298
+2,090
+40% +$117K ﹤0.01% 76
2017
Q2 		$291K Buy
+5,208
New +$290K ﹤0.01% 68
2016
Q4 		– Sell
-4,880
Closed -$278K – 65
2016
Q3 		$278K Sell
4,880
-12,346
-72% -$707K ﹤0.01% 44
2016
Q2 		$993K Buy
17,226
+556
+3% +$31.6K 0.02% 32
2016
Q1 		$941K Buy
16,670
+398
+2% +$22.4K 0.02% 32
2015
Q4 		$911K Sell
16,272
-4,080
-20% -$227K 0.03% 32
2015
Q3 		$1.13M Sell
20,352
-6,104
-23% -$336K 0.04% 30
2015
Q2 		$1.45M Buy
26,456
+1,464
+6% +$80.9K 0.06% 27
2015
Q1 		$1.4M Buy
24,992
+22,970
+1,136% +$1.29M 0.08% 24
2014
Q4 		$113K Buy
+2,022
New +$112K 0.01% 27

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC's NYF Position: Q2 2026 in Review

Betterment LLC increased its iShares New York Muni Bond ETF (NYF) stake by 3.9% in Q2 2026, buying an estimated $335K and bringing the position to 167,573 shares worth $9.03M. The position accounts for 0.02% of the portfolio, ranked #147.

Betterment LLC first reported a position in NYF in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.54M in Q4 2024. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Betterment LLC held 167,573 shares of iShares New York Muni Bond ETF worth $9.03M as of Q2 2026.
  • Betterment LLC bought 6,250 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $335K.
  • iShares New York Muni Bond ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #147 holding.
  • Betterment LLC first reported a position in iShares New York Muni Bond ETF in Q4 2014 and has held it in 45 quarters since.
  • Betterment LLC's iShares New York Muni Bond ETF position peaked at $9.54M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.