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Brookwood Investment Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Brookwood Investment 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
2026
Q2 		$223K Hold
4,141
– – 0.03% 477
2026
Q1 		$220K Hold
4,141
– – 0.03% 466
2025
Q4 		$222K Hold
4,141
– – 0.03% 461
2025
Q3 		$221K Hold
4,141
– – 0.03% 434
2025
Q2 		$216K Hold
4,141
– – 0.03% 397
2025
Q1 		$218K Buy
+4,141
New +$220K 0.04% 378

Other funds holding NYF

TIAA-CREF Individual & Institutional Services
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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Alesco Advisors
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

Brookwood Investment Group's NYF Position: Q2 2026 in Review

Brookwood Investment Group held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 4,141 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #477.

Brookwood Investment Group first reported a position in NYF in Q1 2025 and has held it in 6 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Brookwood Investment Group held 4,141 shares of iShares New York Muni Bond ETF worth $223K as of Q2 2026.
  • Brookwood Investment Group left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #477 holding.
  • Brookwood Investment Group first reported a position in iShares New York Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.