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Bouchey Financial Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Bouchey Financial Group’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
2022
Q1 		– Sell
-125,422
Closed -$7.27M – 107
2021
Q4 		$7.27M Buy
125,422
+2,427
+2% +$140K 0.98% 22
2021
Q3 		$7.12M Buy
122,995
+10,139
+9% +$592K 0.99% 22
2021
Q2 		$6.6M Buy
112,856
+2,961
+3% +$172K 1.05% 16
2021
Q1 		$6.34M Buy
109,895
+5,371
+5% +$312K 1.02% 18
2020
Q4 		$6.09M Buy
104,524
+2,975
+3% +$171K 1.04% 18
2020
Q3 		$5.83M Buy
101,549
+5,167
+5% +$298K 1.13% 19
2020
Q2 		$5.54M Buy
96,382
+14,730
+18% +$833K 1.17% 17
2020
Q1 		$4.61M Buy
81,652
+2,236
+3% +$128K 1.23% 19
2019
Q4 		$4.53M Buy
79,416
+8,640
+12% +$493K 1.04% 20
2019
Q3 		$4.05M Buy
70,776
+6,783
+11% +$389K 0.97% 22
2019
Q2 		$3.63M Buy
63,993
+3,705
+6% +$209K 0.89% 22
2019
Q1 		$3.37M Sell
60,288
-8,392
-12% -$463K 0.84% 24
2018
Q4 		$3.76M Sell
68,680
-7,595
-10% -$410K 1.07% 24
2018
Q3 		$4.15M Sell
76,275
-11,180
-13% -$611K 1.02% 23
2018
Q2 		$4.79M Sell
87,455
-1,545
-2% -$84.3K 1.3% 21
2018
Q1 		$4.88M Buy
89,000
+6,190
+7% +$340K 1.4% 20
2017
Q4 		$4.62M Buy
82,810
+7,860
+10% +$439K 1.34% 22
2017
Q3 		$4.2M Buy
74,950
+350
+0.5% +$19.6K 1.31% 22
2017
Q2 		$4.16M Buy
74,600
+2,030
+3% +$113K 1.33% 23
2017
Q1 		$4M Buy
+72,570
New +$3.98M 1.39% 24
2015
Q4 		– Sell
-39,952
Closed -$2.21M – 68
2015
Q3 		$2.21M Sell
39,952
-610
-2% -$33.6K 1.07% 25
2015
Q2 		$2.22M Buy
40,562
+1,630
+4% +$90.1K 0.95% 27
2015
Q1 		$2.19M Buy
38,932
+1,972
+5% +$110K 0.98% 28
2014
Q4 		$2.06M Buy
36,960
+970
+3% +$53.9K 0.97% 29
2014
Q3 		$2M Buy
35,990
+15,870
+79% +$875K 1.01% 33
2014
Q2 		$1.11M Buy
+20,120
New +$1.1M 0.59% 38

Other funds holding NYF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bouchey Financial Group's NYF Position: Q1 2022 in Review

Bouchey Financial Group sold out of iShares New York Muni Bond ETF (NYF) in Q1 2022, closing a stake of 125,422 shares — an estimated $7.27M sold.

Bouchey Financial Group first reported a position in NYF in Q2 2014 and held it in 26 quarters. The position peaked at $7.27M in Q4 2021. 113 funds tracked by Wall St. Rank hold NYF as of Q1 2022.

  • Bouchey Financial Group reported no remaining iShares New York Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bouchey Financial Group sold 125,422 iShares New York Muni Bond ETF shares in Q1 2022, an estimated $7.27M.
  • Bouchey Financial Group first reported a position in iShares New York Muni Bond ETF in Q2 2014 and held it in 26 quarters.
  • Bouchey Financial Group's iShares New York Muni Bond ETF position peaked at $7.27M in Q4 2021.
  • 113 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2022.

Based on Bouchey Financial Group's 13F filing for Q1 2022, filed 6 May 2022.