Compass Planning Associates
NYF icon

Compass Planning Associates’s iShares New York Muni Bond ETF NYF Stock Holding History

Compass Planning Associates’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
Q3 		$381K Hold
7,541
– – 0.2% 25
2026
Q2 		$406K Hold
7,541
– – 0.22% 23
2026
Q1 		$401K Buy
+7,541
New +$406K 0.26% 22

Other funds holding NYF

High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Compass Planning Associates's NYF Position: Q3 2026 in Review

Compass Planning Associates held its iShares New York Muni Bond ETF (NYF) position steady in Q3 2026 at 7,541 shares worth $381K. The position accounts for 0.2% of the portfolio, ranked #25.

Compass Planning Associates first reported a position in NYF in Q1 2026 and has held it in 3 quarters since. The position peaked at $406K in Q2 2026. 52 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

  • Compass Planning Associates held 7,541 shares of iShares New York Muni Bond ETF worth $381K as of Q3 2026.
  • Compass Planning Associates left its iShares New York Muni Bond ETF share count unchanged in Q3 2026.
  • iShares New York Muni Bond ETF made up 0.2% of Compass Planning Associates's portfolio in Q3 2026, its #25 holding.
  • Compass Planning Associates first reported a position in iShares New York Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Compass Planning Associates's iShares New York Muni Bond ETF position peaked at $406K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.