Cascade Financial Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

Cascade Financial Partners’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	$3.37M	Buy	62,524 +4,779	+8%	+$256K	0.29%	63
2026 Q1	$3.07M	Sell	57,745 -480	-0.8%	-$25.8K	0.32%	65
2025 Q4	$3.12M	Hold	58,225	–	–	0.32%	62
2025 Q3	$3.11M	Hold	58,225	–	–	0.36%	60
2025 Q2	$3.04M	Hold	58,225	–	–	0.36%	57
2025 Q1	$3.07M	Sell	58,225 -1,000	-2%	-$53.2K	0.39%	53
2024 Q4	$3.15M	Hold	59,225	–	–	0.41%	49
2024 Q3	$3.18M	Hold	59,225	–	–	0.4%	49
2024 Q2	$3.16M	Hold	59,225	–	–	0.42%	47
2024 Q1	$3.15M	Buy	+59,225	New	+$3.19M	0.45%	45

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

Cascade Financial Partners's NYF Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares New York Muni Bond ETF (NYF) stake by 8.3% in Q2 2026, buying an estimated $256K and bringing the position to 62,524 shares worth $3.37M. The position accounts for 0.29% of the portfolio, ranked #63.

Cascade Financial Partners first reported a position in NYF in Q1 2024 and has held it in 10 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Cascade Financial Partners held 62,524 shares of iShares New York Muni Bond ETF worth $3.37M as of Q2 2026.
Cascade Financial Partners bought 4,779 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $256K.
iShares New York Muni Bond ETF made up 0.29% of Cascade Financial Partners's portfolio in Q2 2026, its #63 holding.
Cascade Financial Partners first reported a position in iShares New York Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.