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 Q3	$541K	Sell	10,708 -3,494	-25%	-$184K	0.06%	111
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

TIAA Wealth Investment Management New York $16.6B AUM

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Brio Consultants's NYF Position: Q3 2026 in Review

Brio Consultants reduced its iShares New York Muni Bond ETF (NYF) stake by 25% in Q3 2026, selling an estimated $184K and leaving 10,708 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #111.

Brio Consultants first reported a position in NYF in Q4 2024 and has held it in 8 quarters since. The position peaked at $766K in Q2 2026. 177 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

Brio Consultants held 10,708 shares of iShares New York Muni Bond ETF worth $541K as of Q3 2026.
Brio Consultants sold 3,494 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $184K.
iShares New York Muni Bond ETF made up 0.06% of Brio Consultants's portfolio in Q3 2026, its #111 holding.
Brio Consultants first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Brio Consultants's iShares New York Muni Bond ETF position peaked at $766K in Q2 2026.
177 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Brio Consultants's 13F filing for Q3 2026, filed 13 Nov 2026.