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Citizens Business Bank’s iShares New York Muni Bond ETF NYF Stock Holding History

Citizens Business Bank’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
2025
Q1 		– Sell
-14,675
Closed -$781K – 107
2024
Q4 		$781K Buy
14,675
+1,790
+14% +$96.1K 0.15% 71
2024
Q3 		$700K Hold
12,885
– – 0.14% 80
2024
Q2 		$688K Hold
12,885
– – 0.15% 82
2024
Q1 		$693K Buy
12,885
+1,451
+13% +$78.2K 0.14% 80
2023
Q4 		$618K Hold
11,434
– – 0.14% 80
2023
Q3 		$583K Buy
11,434
+1,319
+13% +$69.4K 0.14% 81
2023
Q2 		$539K Buy
10,115
+588
+6% +$31.3K 0.12% 81
2023
Q1 		$510K Buy
9,527
+369
+4% +$19.6K 0.12% 80
2022
Q4 		$480K Buy
9,158
+610
+7% +$31.5K 0.11% 82
2022
Q3 		$432K Buy
8,548
+491
+6% +$25.8K 0.11% 83
2022
Q2 		$424K Buy
8,057
+1,152
+17% +$60.9K 0.06% 199
2022
Q1 		$377K Buy
6,905
+746
+12% +$41.9K 0.05% 213
2021
Q4 		$357K Buy
6,159
+1,189
+24% +$68.8K 0.04% 220
2021
Q3 		$288K Hold
4,970
– – 0.04% 221
2021
Q2 		$290K Hold
4,970
– – 0.04% 225
2021
Q1 		$287K Hold
4,970
– – 0.04% 224
2020
Q4 		$290K Hold
4,970
– – 0.04% 221
2020
Q3 		$286K Hold
4,970
– – 0.05% 204
2020
Q2 		$286K Buy
4,970
+37
+0.8% +$2.09K 0.05% 206
2020
Q1 		$279K Hold
4,933
– – 0.06% 205
2019
Q4 		$281K Buy
4,933
+750
+18% +$42.8K 0.05% 216
2019
Q3 		$239K Hold
4,183
– – 0.04% 229
2019
Q2 		$238K Hold
4,183
– – 0.04% 234
2019
Q1 		$234K Buy
4,183
+114
+3% +$6.29K 0.04% 231
2018
Q4 		$223K Hold
4,069
– – 0.04% 242
2018
Q3 		$221K Buy
+4,069
New +$222K 0.04% 259

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Citizens Business Bank's NYF Position: Q1 2025 in Review

Citizens Business Bank sold out of iShares New York Muni Bond ETF (NYF) in Q1 2025, closing a stake of 14,675 shares — an estimated $781K sold.

Citizens Business Bank first reported a position in NYF in Q3 2018 and held it in 26 quarters. The position peaked at $781K in Q4 2024. 173 funds tracked by Wall St. Rank hold NYF as of Q1 2025.

  • Citizens Business Bank reported no remaining iShares New York Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Citizens Business Bank sold 14,675 iShares New York Muni Bond ETF shares in Q1 2025, an estimated $781K.
  • Citizens Business Bank first reported a position in iShares New York Muni Bond ETF in Q3 2018 and held it in 26 quarters.
  • Citizens Business Bank's iShares New York Muni Bond ETF position peaked at $781K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2025.

Based on Citizens Business Bank's 13F filing for Q1 2025, filed 14 May 2025.