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

Cerity 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 		$3.19M Buy
59,202
+12,159
+26% +$651K ﹤0.01% 1319
2026
Q1 		$2.5M Buy
47,043
+7,439
+19% +$400K ﹤0.01% 1357
2025
Q4 		$2.12M Buy
39,604
+30,086
+316% +$1.61M ﹤0.01% 1350
2025
Q3 		$508K Hold
9,518
– – ﹤0.01% 1960
2025
Q2 		$496K Hold
9,518
– – ﹤0.01% 1856
2025
Q1 		$501K Buy
9,518
+148
+2% +$7.88K ﹤0.01% 1754
2024
Q4 		$499K Hold
9,370
– – ﹤0.01% 1761
2024
Q3 		$509K Buy
9,370
+152
+2% +$8.19K ﹤0.01% 1762
2024
Q2 		$492K Hold
9,218
– – ﹤0.01% 1551
2024
Q1 		$496K Buy
9,218
+3,233
+54% +$174K ﹤0.01% 1601
2023
Q4 		$324K Sell
5,985
-6,507
-52% -$339K ﹤0.01% 1469
2023
Q3 		$637K Buy
+12,492
New +$657K ﹤0.01% 884

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HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAM
Satovsky Asset Management New York $627M AUM 19.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's NYF Position: Q2 2026 in Review

Cerity Partners increased its iShares New York Muni Bond ETF (NYF) stake by 26% in Q2 2026, buying an estimated $651K and bringing the position to 59,202 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Cerity Partners first reported a position in NYF in Q3 2023 and has held it in 12 quarters since. 193 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Cerity Partners held 59,202 shares of iShares New York Muni Bond ETF worth $3.19M as of Q2 2026.
  • Cerity Partners bought 12,159 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $651K.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1319 holding.
  • Cerity Partners first reported a position in iShares New York Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.