Calamos Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Calamos Wealth 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 Q2	$438K	Sell	8,121 -8,535	-51%	-$457K	0.01%	319
2026 Q1	$885K	Sell	16,656 -936	-5%	-$50.3K	0.03%	223
2025 Q4	$941K	Sell	17,592 -936	-5%	-$50.1K	0.03%	200
2025 Q3	$988K	Buy	18,528 +11,845	+177%	+$620K	0.04%	186
2025 Q2	$348K	Sell	6,683 -6,961	-51%	-$362K	0.01%	270
2025 Q1	$718K	Sell	13,644 -211	-2%	-$11.2K	0.04%	183
2024 Q4	$737K	Sell	13,855 -1,443	-9%	-$77.5K	0.04%	177
2024 Q3	$831K	Sell	15,298 -597	-4%	-$32.2K	0.04%	169
2024 Q2	$849K	Buy	+15,895	New	+$847K	0.05%	156

Other funds holding NYF

TCIIS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Calamos Wealth Management's NYF Position: Q2 2026 in Review

Calamos Wealth Management reduced its iShares New York Muni Bond ETF (NYF) stake by 51% in Q2 2026, selling an estimated $457K and leaving 8,121 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #319.

Calamos Wealth Management first reported a position in NYF in Q2 2024 and has held it in 9 quarters since. The position peaked at $988K in Q3 2025. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Calamos Wealth Management held 8,121 shares of iShares New York Muni Bond ETF worth $438K as of Q2 2026.
Calamos Wealth Management sold 8,535 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $457K.
iShares New York Muni Bond ETF made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #319 holding.
Calamos Wealth Management first reported a position in iShares New York Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Calamos Wealth Management's iShares New York Muni Bond ETF position peaked at $988K in Q3 2025.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.