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Cardiff Park Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Cardiff Park Advisors’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
2022
Q4 		– Sell
-37,634
Closed -$1.9M – 327
2022
Q3 		$1.9M Buy
+37,634
New +$1.98M 0.3% 51

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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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cardiff Park Advisors's NYF Position: Q4 2022 in Review

Cardiff Park Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q4 2022, closing a stake of 37,634 shares — an estimated $1.9M sold.

Cardiff Park Advisors first reported a position in NYF in Q3 2022 and held it in 1 quarter. The position peaked at $1.9M in Q3 2022. 104 funds tracked by Wall St. Rank hold NYF as of Q4 2022.

  • Cardiff Park Advisors reported no remaining iShares New York Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Cardiff Park Advisors sold 37,634 iShares New York Muni Bond ETF shares in Q4 2022, an estimated $1.9M.
  • Cardiff Park Advisors first reported a position in iShares New York Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Cardiff Park Advisors's iShares New York Muni Bond ETF position peaked at $1.9M in Q3 2022.
  • 104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2022.

Based on Cardiff Park Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.