Buckingham Strategic Wealth’s iShares New York Muni Bond ETF NYF Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$1.5M	Buy	+28,100	New	+$1.5M	0.02%	274

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Buckingham Strategic Wealth's NYF Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in iShares New York Muni Bond ETF (NYF) in Q2 2024: 28,100 shares worth $1.5M. The stake represents 0.02% of the portfolio and ranks #274 among its holdings.

150 funds tracked by Wall St. Rank hold NYF as of Q2 2024.

Buckingham Strategic Wealth held 28,100 shares of iShares New York Muni Bond ETF worth $1.5M as of Q2 2024.
iShares New York Muni Bond ETF was a new Buckingham Strategic Wealth position in Q2 2024.
iShares New York Muni Bond ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #274 holding.
150 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.