Capital Investment Advisory Services’s iShares New York Muni Bond ETF NYF Stock Holding History

Capital Investment Advisory Services’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 Q3	–	Sell	-50	Closed	-$2.67K	–	997
2024 Q2	$2.67K	Sell	50 -50	-50%	-$2.66K	﹤0.01%	908
2024 Q1	$5.38K	Sell	100 -100	-50%	-$5.39K	﹤0.01%	859
2023 Q4	$10.8K	Hold	200	–	–	﹤0.01%	827
2023 Q3	$10.2K	Hold	200	–	–	﹤0.01%	792
2023 Q2	$10.7K	Hold	200	–	–	﹤0.01%	748
2023 Q1	$10.7K	Sell	200 -100	-33%	-$5.3K	﹤0.01%	732
2022 Q4	$15.7K	Hold	300	–	–	﹤0.01%	717
2022 Q3	$15K	Hold	300	–	–	﹤0.01%	666
2022 Q2	$16K	Hold	300	–	–	﹤0.01%	683
2022 Q1	$16K	Hold	300	–	–	﹤0.01%	712
2021 Q4	$17K	Hold	300	–	–	﹤0.01%	690
2021 Q3	$17K	Hold	300	–	–	﹤0.01%	645
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	670
2021 Q1	$17K	Hold	300	–	–	﹤0.01%	624
2020 Q4	$17K	Hold	300	–	–	﹤0.01%	589
2020 Q3	$17K	Hold	300	–	–	﹤0.01%	517
2020 Q2	$17K	Hold	300	–	–	﹤0.01%	455
2020 Q1	$17K	Hold	300	–	–	﹤0.01%	446
2019 Q4	$17K	Hold	300	–	–	﹤0.01%	452
2019 Q3	$17K	Hold	300	–	–	﹤0.01%	852
2019 Q2	$17K	Hold	300	–	–	0.01%	824
2019 Q1	$17K	Hold	300	–	–	0.01%	722
2018 Q4	$16K	Buy	+300	New	+$16.2K	0.01%	695

Other funds holding NYF

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

HPA

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

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

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

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

RWP

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 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

Capital Investment Advisory Services's NYF Position: Q3 2024 in Review

Capital Investment Advisory Services sold out of iShares New York Muni Bond ETF (NYF) in Q3 2024, closing a stake of 50 shares — an estimated $2.67K sold.

Capital Investment Advisory Services first reported a position in NYF in Q4 2018 and held it in 23 quarters. The position peaked at $18K in Q2 2021. 151 funds tracked by Wall St. Rank hold NYF as of Q3 2024.

Capital Investment Advisory Services reported no remaining iShares New York Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 50 iShares New York Muni Bond ETF shares in Q3 2024, an estimated $2.67K.
Capital Investment Advisory Services first reported a position in iShares New York Muni Bond ETF in Q4 2018 and held it in 23 quarters.
Capital Investment Advisory Services's iShares New York Muni Bond ETF position peaked at $18K in Q2 2021.
151 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2024.

Based on Capital Investment Advisory Services's 13F filing for Q3 2024, filed 30 Oct 2024.