Chicago Partners Investment Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Chicago Partners Investment Group’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	$1.06M	Buy	20,062 +26	+0.1%	+$1.39K	0.02%	636
2026 Q1	$1.08M	Buy	20,036 +25	+0.1%	+$1.34K	0.02%	512
2025 Q4	$1.08M	Buy	20,011 +25	+0.1%	+$1.34K	0.03%	445
2025 Q3	$1.08M	Buy	19,986 +25	+0.1%	+$1.31K	0.03%	410
2025 Q2	$1.03M	Buy	19,961 +15	+0.1%	+$780	0.03%	390
2025 Q1	$1.04M	Buy	19,946 +69	+0.3%	+$3.67K	0.03%	356
2024 Q4	$1.05M	Buy	19,877 +139	+0.7%	+$7.46K	0.04%	330
2024 Q3	$1.05M	Buy	19,738 +136	+0.7%	+$7.33K	0.04%	317
2024 Q2	$1.05M	Buy	19,602 +135	+0.7%	+$7.19K	0.04%	308
2024 Q1	$1.04M	Buy	19,467 +20	+0.1%	+$1.08K	0.04%	311
2023 Q4	$1.04M	Buy	19,447 +1,961	+11%	+$102K	0.05%	297
2023 Q3	$880K	Buy	17,486 +19	+0.1%	+$999	0.05%	302
2023 Q2	$925K	Buy	17,467 +2,994	+21%	+$160K	0.05%	300
2023 Q1	$771K	Hold	14,473	–	–	0.05%	302
2022 Q4	$773K	Hold	14,473	–	–	0.05%	300
2022 Q3	$728K	Sell	14,473 -15,915	-52%	-$837K	0.05%	278
2022 Q2	$1.64M	Buy	+30,388	New	+$1.61M	0.12%	160
2018 Q4	–	Sell	-3,040	Closed	-$164K	–	718
2018 Q3	$164K	Hold	3,040	–	–	0.02%	330
2018 Q2	$167K	Hold	3,040	–	–	0.03%	308
2018 Q1	$167K	Hold	3,040	–	–	0.03%	279
2017 Q4	$170K	Hold	3,040	–	–	0.03%	279
2017 Q3	$170K	Buy	+3,040	New	+$170K	0.03%	276
2017 Q2	–	Sell	-3,040	Closed	-$167K	–	742
2017 Q1	$167K	Hold	3,040	–	–	0.05%	207
2016 Q4	$166K	Hold	3,040	–	–	0.06%	190
2016 Q3	$173K	Hold	3,040	–	–	0.07%	184
2016 Q2	$175K	Hold	3,040	–	–	0.08%	144
2016 Q1	$172K	Hold	3,040	–	–	0.09%	140
2015 Q4	$170K	Hold	3,040	–	–	0.08%	174
2015 Q3	$168K	Hold	3,040	–	–	0.09%	145
2015 Q2	$167K	Sell	3,040 -22	-0.7%	-$1.22K	0.08%	150
2015 Q1	$171K	Buy	3,062 +22	+0.7%	+$1.23K	0.08%	141
2014 Q4	$169K	Buy	+3,040	New	+$169K	0.07%	134

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

Chicago Partners Investment Group's NYF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares New York Muni Bond ETF (NYF) stake by 0.13% in Q2 2026, buying an estimated $1.39K and bringing the position to 20,062 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #636.

Chicago Partners Investment Group first reported a position in NYF in Q4 2014 and has held it in 32 quarters since. The position peaked at $1.64M in Q2 2022. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Chicago Partners Investment Group held 20,062 shares of iShares New York Muni Bond ETF worth $1.06M as of Q2 2026.
Chicago Partners Investment Group bought 26 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $1.39K.
iShares New York Muni Bond ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #636 holding.
Chicago Partners Investment Group first reported a position in iShares New York Muni Bond ETF in Q4 2014 and has held it in 32 quarters since.
Chicago Partners Investment Group's iShares New York Muni Bond ETF position peaked at $1.64M in Q2 2022.
202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.