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Bryn Mawr Capital Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Bryn Mawr Capital Management’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 		$384K Hold
7,226
– – 0.02% 311
2025
Q4 		$387K Hold
7,226
– – 0.02% 315
2025
Q3 		$386K Hold
7,226
– – 0.02% 310
2025
Q2 		$377K Sell
7,226
-781
-10% -$40.6K 0.02% 308
2025
Q1 		$422K Buy
8,007
+38
+0.5% +$2.02K 0.03% 275
2024
Q4 		$424K Buy
7,969
+74
+0.9% +$3.97K 0.02% 294
2024
Q3 		$429K Buy
7,895
+36
+0.5% +$1.94K 0.02% 296
2024
Q2 		$421K Buy
7,859
+1,644
+26% +$87.6K 0.02% 297
2024
Q1 		$420K Sell
6,215
-1,559
-20% -$84.1K 0.02% 306
2023
Q4 		$421K Buy
7,774
+47
+0.6% +$2.45K 0.03% 297
2023
Q3 		$394K Buy
+7,727
New +$406K 0.03% 291

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HPA
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Bank of America
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HighTower Advisors
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FWI
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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 $168B AUM 27.2% 1-Year Est. Return