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Boston Standard Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Boston Standard 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 		$399K Buy
7,430
+58
+0.8% +$3.11K 0.06% 43
2026
Q1 		$392K Buy
7,372
+37
+0.5% +$1.99K 0.06% 39
2025
Q4 		$392K Buy
7,335
+386
+6% +$20.7K 0.06% 37
2025
Q3 		$371K Buy
6,949
+54
+0.8% +$2.83K 0.06% 38
2025
Q2 		$360K Buy
6,895
+528
+8% +$27.5K 0.06% 38
2025
Q1 		$340K Sell
6,367
-164
-3% -$8.73K 0.07% 36
2024
Q4 		$348K Buy
6,531
+158
+2% +$8.49K 0.07% 35
2024
Q3 		$346K Buy
6,373
+6
+0.1% +$323 0.07% 37
2024
Q2 		$340K Buy
6,367
+7
+0.1% +$373 0.07% 36
2024
Q1 		$342K Buy
6,360
+197
+3% +$10.6K 0.08% 36
2023
Q4 		$314K Hold
6,163
– – 0.08% 36
2023
Q3 		$314K Buy
+6,163
New +$324K 0.08% 36

Other funds holding NYF

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Boston Standard Wealth Management's NYF Position: Q2 2026 in Review

Boston Standard Wealth Management increased its iShares New York Muni Bond ETF (NYF) stake by 0.79% in Q2 2026, buying an estimated $3.11K and bringing the position to 7,430 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #43.

Boston Standard Wealth Management first reported a position in NYF in Q3 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Boston Standard Wealth Management held 7,430 shares of iShares New York Muni Bond ETF worth $399K as of Q2 2026.
  • Boston Standard Wealth Management bought 58 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $3.11K.
  • iShares New York Muni Bond ETF made up 0.06% of Boston Standard Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Boston Standard Wealth Management first reported a position in iShares New York Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.