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 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 $26B AUM

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Cascade Financial Partners's NYF Position: Q1 2026 in Review

Cascade Financial Partners reduced its iShares New York Muni Bond ETF (NYF) stake by 0.82% in Q1 2026, selling an estimated $25.8K and leaving 57,745 shares worth $3.07M. The position accounts for 0.32% of the portfolio, ranked #65.

Cascade Financial Partners first reported a position in NYF in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.18M in Q3 2024. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

Cascade Financial Partners held 57,745 shares of iShares New York Muni Bond ETF worth $3.07M as of Q1 2026.
Cascade Financial Partners sold 480 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $25.8K.
iShares New York Muni Bond ETF made up 0.32% of Cascade Financial Partners's portfolio in Q1 2026, its #65 holding.
Cascade Financial Partners first reported a position in iShares New York Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares New York Muni Bond ETF position peaked at $3.18M in Q3 2024.
210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.