Cetera Advisor Networks’s iShares New York Muni Bond ETF NYF Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.23M	Buy	22,875 +2,519	+12%	+$136K	0.01%	1320
2023 Q4	$1.1M	Sell	20,356 -353	-2%	-$18.4K	0.01%	1308
2023 Q3	$1.06M	Buy	20,709 +3,873	+23%	+$204K	0.01%	1244
2023 Q2	$897K	Sell	16,836 -3,767	-18%	-$201K	0.01%	1328
2023 Q1	$1.1M	Sell	20,603 -569	-3%	-$30.2K	0.01%	1177
2022 Q4	$1.11M	Buy	21,172 +15,237	+257%	+$786K	0.01%	1132
2022 Q3	$300K	Hold	5,935	–	–	﹤0.01%	1601
2022 Q2	$312K	Buy	+5,935	New	+$314K	﹤0.01%	1597
2020 Q3	–	Sell	-1,900	Closed	-$109K	–	2437
2020 Q2	$109K	Buy	+1,900	New	+$107K	﹤0.01%	1453

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cetera Advisor Networks's NYF Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares New York Muni Bond ETF (NYF) stake by 12% in Q1 2024, buying an estimated $136K and bringing the position to 22,875 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1320.

Cetera Advisor Networks first reported a position in NYF in Q2 2020 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold NYF as of Q1 2024.

Cetera Advisor Networks held 22,875 shares of iShares New York Muni Bond ETF worth $1.23M as of Q1 2024.
Cetera Advisor Networks bought 2,519 iShares New York Muni Bond ETF shares in Q1 2024, an estimated $136K.
iShares New York Muni Bond ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1320 holding.
Cetera Advisor Networks first reported a position in iShares New York Muni Bond ETF in Q2 2020 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.