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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$554K Buy
10,272
+97
+1% +$5.19K 0.01% 230
2026
Q1 		$540K Sell
10,175
-144
-1% -$7.75K 0.01% 202
2025
Q4 		$552K Buy
+10,319
New +$553K 0.01% 186
2021
Q4 		– Sell
-6,987
Closed -$404K – 258
2021
Q3 		$404K Hold
6,987
– – 0.02% 246
2021
Q2 		$408K Buy
+6,987
New +$407K 0.02% 250

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NYF Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 0.95% in Q2 2026, buying an estimated $5.19K and bringing the position to 10,272 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #230.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NYF in Q2 2021 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,272 shares of iShares New York Muni Bond ETF worth $554K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 97 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $5.19K.
  • iShares New York Muni Bond ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #230 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2021 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.