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Conquis Financial’s iShares New York Muni Bond ETF NYF Stock Holding History

Conquis Financial’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 		$583K Sell
10,852
-1,959
-15% -$105K 0.48% 16
2025
Q4 		$686K Sell
12,811
-600
-4% -$32.1K 0.59% 15
2025
Q3 		$715K Sell
13,411
-11,943
-47% -$625K 0.68% 14
2025
Q2 		$1.32M Buy
25,354
+16,297
+180% +$847K 1.28% 12
2025
Q1 		$477K Sell
9,057
-2,991
-25% -$159K 0.5% 13
2024
Q4 		$641K Buy
+12,048
New +$647K 0.66% 13

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B 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 $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 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 $3.92B AUM 15.21% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Conquis Financial's NYF Position: Q1 2026 in Review

Conquis Financial reduced its iShares New York Muni Bond ETF (NYF) stake by 15% in Q1 2026, selling an estimated $105K and leaving 10,852 shares worth $583K. The position accounts for 0.48% of the portfolio, ranked #16.

Conquis Financial first reported a position in NYF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q2 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Conquis Financial held 10,852 shares of iShares New York Muni Bond ETF worth $583K as of Q1 2026.
  • Conquis Financial sold 1,959 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $105K.
  • iShares New York Muni Bond ETF made up 0.48% of Conquis Financial's portfolio in Q1 2026, its #16 holding.
  • Conquis Financial first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Conquis Financial's iShares New York Muni Bond ETF position peaked at $1.32M in Q2 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Conquis Financial's 13F filing for Q1 2026, filed 7 May 2026.