BC
NYF icon

Brio Consultants’s iShares New York Muni Bond ETF NYF Stock Holding History

Brio Consultants’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 		$766K Buy
14,202
+1,072
+8% +$57.4K 0.09% 91
2026
Q1 		$702K Buy
13,130
+3,236
+33% +$174K 0.09% 89
2025
Q4 		$529K Buy
9,894
+668
+7% +$35.8K 0.07% 97
2025
Q3 		$492K Buy
9,226
+2,055
+29% +$108K 0.07% 94
2025
Q2 		$374K Buy
7,171
+748
+12% +$38.9K 0.05% 98
2025
Q1 		$338K Buy
6,423
+529
+9% +$28.2K 0.05% 90
2024
Q4 		$314K Buy
+5,894
New +$317K 0.05% 90

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

Brio Consultants's NYF Position: Q2 2026 in Review

Brio Consultants increased its iShares New York Muni Bond ETF (NYF) stake by 8.2% in Q2 2026, buying an estimated $57.4K and bringing the position to 14,202 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #91.

Brio Consultants first reported a position in NYF in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Brio Consultants held 14,202 shares of iShares New York Muni Bond ETF worth $766K as of Q2 2026.
  • Brio Consultants bought 1,072 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $57.4K.
  • iShares New York Muni Bond ETF made up 0.09% of Brio Consultants's portfolio in Q2 2026, its #91 holding.
  • Brio Consultants first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.