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Coldstream Capital Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Coldstream Capital Management’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
Q1 		$482K Buy
9,066
+5,272
+139% +$284K 0.01% 743
2025
Q4 		$203K Hold
3,794
– – ﹤0.01% 1097
2025
Q3 		$202K Buy
+3,794
New +$199K ﹤0.01% 1147
2025
Q2 		– Sell
-3,794
Closed -$200K – 2597
2025
Q1 		$200K Hold
3,794
– – ﹤0.01% 1006
2024
Q4 		$202K Buy
+3,794
New +$204K ﹤0.01% 1020

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Coldstream Capital Management's NYF Position: Q1 2026 in Review

Coldstream Capital Management increased its iShares New York Muni Bond ETF (NYF) stake by 139% in Q1 2026, buying an estimated $284K and bringing the position to 9,066 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #743.

Coldstream Capital Management first reported a position in NYF in Q4 2024 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Coldstream Capital Management held 9,066 shares of iShares New York Muni Bond ETF worth $482K as of Q1 2026.
  • Coldstream Capital Management bought 5,272 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $284K.
  • iShares New York Muni Bond ETF made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #743 holding.
  • Coldstream Capital Management first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.