Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares New York Muni Bond ETF NYF Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$63.7K Buy
+1,199
New +$64.5K ﹤0.01% 3629
2024
Q4 		– Sell
-2,800
Closed -$152K – 5080
2024
Q3 		$152K Hold
2,800
– – ﹤0.01% 1920
2024
Q2 		$149K Hold
2,800
– – ﹤0.01% 1740
2024
Q1 		$151K Hold
2,800
– – ﹤0.01% 1655
2023
Q4 		$151K Hold
2,800
– – ﹤0.01% 1547
2023
Q3 		$143K Hold
2,800
– – ﹤0.01% 1454
2023
Q2 		$149K Buy
+2,800
New +$149K ﹤0.01% 1377

Other funds holding NYF

TCIIS
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NYF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in iShares New York Muni Bond ETF (NYF) in Q1 2026: 1,199 shares worth $63.7K. The stake represents ﹤0.01% of the portfolio and ranks #3629 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in NYF as recently as Q3 2024.

Carson Wealth (CWM LLC) first reported a position in NYF in Q2 2023 and has held it in 7 quarters since. The position peaked at $152K in Q3 2024. 212 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,199 shares of iShares New York Muni Bond ETF worth $63.7K as of Q1 2026.
  • iShares New York Muni Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3629 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares New York Muni Bond ETF in Q2 2023 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s iShares New York Muni Bond ETF position peaked at $152K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.