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Brinker Capital Investments’s iShares New York Muni Bond ETF NYF Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-4,124
Closed -$221K – 2183
2025
Q4 		$221K Sell
4,124
-6,831
-62% -$366K ﹤0.01% 1970
2025
Q3 		$584K Buy
10,955
+1,149
+12% +$60.1K ﹤0.01% 1489
2025
Q2 		$511K Sell
9,806
-305
-3% -$15.9K ﹤0.01% 1499
2025
Q1 		$532K Hold
10,111
– – 0.01% 1396
2024
Q4 		$538K Hold
10,111
– – 0.01% 1312
2024
Q3 		$549K Hold
10,111
– – 0.01% 1304
2024
Q2 		$540K Buy
10,111
+1,849
+22% +$98.5K 0.01% 1248
2024
Q1 		$445K Hold
8,262
– – ﹤0.01% 1315
2023
Q4 		$447K Hold
8,262
– – 0.01% 1257
2023
Q3 		$422K Sell
8,262
-6,524
-44% -$343K 0.01% 1265
2023
Q2 		$788K Buy
14,786
+7,393
+100% +$394K 0.01% 1043
2023
Q1 		$396K Buy
+7,393
New +$392K ﹤0.01% 1232
2022
Q3 		– Sell
-3,846
Closed -$202K – 1375
2022
Q2 		$202K Buy
+3,846
New +$203K ﹤0.01% 1304

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 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

Brinker Capital Investments's NYF Position: Q1 2026 in Review

Brinker Capital Investments sold out of iShares New York Muni Bond ETF (NYF) in Q1 2026, closing a stake of 4,124 shares — an estimated $221K sold.

Brinker Capital Investments first reported a position in NYF in Q2 2022 and held it in 13 quarters. The position peaked at $788K in Q2 2023. 212 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Brinker Capital Investments reported no remaining iShares New York Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 4,124 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $221K.
  • Brinker Capital Investments first reported a position in iShares New York Muni Bond ETF in Q2 2022 and held it in 13 quarters.
  • Brinker Capital Investments's iShares New York Muni Bond ETF position peaked at $788K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.