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

Community 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
2021 Q4	–	Sell	-2,800	Closed	-$162K	–	468
2021 Q3	$162K	Sell	2,800 -1,279	-31%	-$74.7K	0.02%	246
2021 Q2	$238K	Sell	4,079 -121	-3%	-$7.05K	0.03%	231
2021 Q1	$242K	Hold	4,200	–	–	0.03%	224
2020 Q4	$245K	Sell	4,200 -840	-17%	-$48.4K	0.03%	227
2020 Q3	$289K	Sell	5,040 -1,108	-18%	-$64K	0.04%	208
2020 Q2	$354K	Buy	+6,148	New	+$348K	0.06%	190

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPA

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Community Bank's NYF Position: Q4 2021 in Review

Community Bank sold out of iShares New York Muni Bond ETF (NYF) in Q4 2021, closing a stake of 2,800 shares — an estimated $162K sold.

Community Bank first reported a position in NYF in Q2 2020 and held it in 6 quarters. The position peaked at $354K in Q2 2020. 116 funds tracked by Wall St. Rank hold NYF as of Q4 2021.

Community Bank reported no remaining iShares New York Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Community Bank sold 2,800 iShares New York Muni Bond ETF shares in Q4 2021, an estimated $162K.
Community Bank first reported a position in iShares New York Muni Bond ETF in Q2 2020 and held it in 6 quarters.
Community Bank's iShares New York Muni Bond ETF position peaked at $354K in Q2 2020.
116 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2021.

Based on Community Bank's 13F filing for Q4 2021, filed 27 Jan 2022.