Chesley Taft & Associates’s iShares New York Muni Bond ETF NYF Stock Holding History

Chesley Taft & Associates’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	$243K	Buy	4,500 +400	+10%	+$21.4K	0.01%	348
2026 Q1	$218K	Buy	+4,100	New	+$221K	0.01%	352
2022 Q1	–	Sell	-4,589	Closed	-$266K	–	304
2021 Q4	$266K	Hold	4,589	–	–	0.01%	279
2021 Q3	$266K	Hold	4,589	–	–	0.02%	283
2021 Q2	$268K	Hold	4,589	–	–	0.02%	279
2021 Q1	$264K	Sell	4,589 -1,561	-25%	-$90.6K	0.02%	274
2020 Q4	$358K	Hold	6,150	–	–	0.02%	242
2020 Q3	$353K	Hold	6,150	–	–	0.03%	220
2020 Q2	$354K	Hold	6,150	–	–	0.03%	218
2020 Q1	$348K	Buy	6,150 +500	+9%	+$28.5K	0.03%	202
2019 Q4	$322K	Hold	5,650	–	–	0.02%	235
2019 Q3	$323K	Buy	5,650 +250	+5%	+$14.3K	0.03%	227
2019 Q2	$307K	Hold	5,400	–	–	0.02%	225
2019 Q1	$302K	Buy	5,400 +500	+10%	+$27.6K	0.03%	227
2018 Q4	$268K	Buy	4,900 +400	+9%	+$21.6K	0.03%	237
2018 Q3	$245K	Buy	4,500 +400	+10%	+$21.8K	0.02%	259
2018 Q2	$225K	Hold	4,100	–	–	0.02%	262
2018 Q1	$225K	Hold	4,100	–	–	0.02%	256
2017 Q4	$229K	Buy	4,100 +500	+14%	+$27.9K	0.02%	274
2017 Q3	$202K	Hold	3,600	–	–	0.02%	275
2017 Q2	$201K	Buy	+3,600	New	+$200K	0.02%	272
2016 Q4	–	Sell	-3,600	Closed	-$205K	–	271
2016 Q3	$205K	Buy	+3,600	New	+$206K	0.02%	249

Other funds holding NYF

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Chesley Taft & Associates's NYF Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares New York Muni Bond ETF (NYF) stake by 9.8% in Q2 2026, buying an estimated $21.4K and bringing the position to 4,500 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #348.

Chesley Taft & Associates first reported a position in NYF in Q3 2016 and has held it in 22 quarters since. The position peaked at $358K in Q4 2020. 40 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Chesley Taft & Associates held 4,500 shares of iShares New York Muni Bond ETF worth $243K as of Q2 2026.
Chesley Taft & Associates bought 400 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $21.4K.
iShares New York Muni Bond ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #348 holding.
Chesley Taft & Associates first reported a position in iShares New York Muni Bond ETF in Q3 2016 and has held it in 22 quarters since.
Chesley Taft & Associates's iShares New York Muni Bond ETF position peaked at $358K in Q4 2020.
40 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.