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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
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

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Brookwood Investment Group's NYF Position: Q1 2026 in Review

Brookwood Investment Group held its iShares New York Muni Bond ETF (NYF) position steady in Q1 2026 at 4,141 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #466.

Brookwood Investment Group first reported a position in NYF in Q1 2025 and has held it in 5 quarters since. The position peaked at $222K in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Brookwood Investment Group held 4,141 shares of iShares New York Muni Bond ETF worth $220K as of Q1 2026.
  • Brookwood Investment Group left its iShares New York Muni Bond ETF share count unchanged in Q1 2026.
  • iShares New York Muni Bond ETF made up 0.03% of Brookwood Investment Group's portfolio in Q1 2026, its #466 holding.
  • Brookwood Investment Group first reported a position in iShares New York Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's iShares New York Muni Bond ETF position peaked at $222K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.