Carmichael Hill & Associates’s iShares New York Muni Bond ETF NYF Stock Holding History

Carmichael Hill & Associates’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 Q2	–	Sell	-663	Closed	-$36K	–	858
2022 Q1	$36K	Hold	663	–	–	0.02%	417
2021 Q4	$38K	Hold	663	–	–	0.02%	416
2021 Q3	$38K	Hold	663	–	–	0.02%	414
2021 Q2	$39K	Hold	663	–	–	0.02%	402
2021 Q1	$38K	Hold	663	–	–	0.02%	386
2020 Q4	$39K	Sell	663 -87	-12%	-$5.01K	0.02%	358
2020 Q3	$43K	Buy	750 +346	+86%	+$20K	0.03%	313
2020 Q2	$23K	Buy	+404	New	+$22.8K	0.02%	395

Other funds holding NYF

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Carmichael Hill & Associates's NYF Position: Q2 2022 in Review

Carmichael Hill & Associates sold out of iShares New York Muni Bond ETF (NYF) in Q2 2022, closing a stake of 663 shares — an estimated $36K sold.

Carmichael Hill & Associates first reported a position in NYF in Q2 2020 and held it in 8 quarters. The position peaked at $43K in Q3 2020. 107 funds tracked by Wall St. Rank hold NYF as of Q2 2022.

Carmichael Hill & Associates reported no remaining iShares New York Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 663 iShares New York Muni Bond ETF shares in Q2 2022, an estimated $36K.
Carmichael Hill & Associates first reported a position in iShares New York Muni Bond ETF in Q2 2020 and held it in 8 quarters.
Carmichael Hill & Associates's iShares New York Muni Bond ETF position peaked at $43K in Q3 2020.
107 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2022.

Based on Carmichael Hill & Associates's 13F filing for Q2 2022, filed 5 Aug 2022.