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Blue Zone Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Blue Zone Wealth 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
2020
Q3 		– Sell
-5,335
Closed -$307K – 72
2020
Q2 		$307K Sell
5,335
-1,220
-19% -$69K 0.17% 55
2020
Q1 		$370K Hold
6,555
– – 0.35% 35
2019
Q4 		$374K Buy
+6,555
New +$374K 0.24% 36

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Blue Zone Wealth Advisors's NYF Position: Q3 2020 in Review

Blue Zone Wealth Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q3 2020, closing a stake of 5,335 shares — an estimated $307K sold.

Blue Zone Wealth Advisors first reported a position in NYF in Q4 2019 and held it in 3 quarters. The position peaked at $374K in Q4 2019. 99 funds tracked by Wall St. Rank hold NYF as of Q3 2020.

  • Blue Zone Wealth Advisors reported no remaining iShares New York Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 5,335 iShares New York Muni Bond ETF shares in Q3 2020, an estimated $307K.
  • Blue Zone Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Blue Zone Wealth Advisors's iShares New York Muni Bond ETF position peaked at $374K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2020.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.