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Conrad Siegel Investment Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Conrad Siegel Investment 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 		$541K Sell
10,040
-14,968
-60% -$801K 0.09% 46
2026
Q1 		$1.33M Buy
25,008
+235
+0.9% +$12.6K 0.24% 28
2025
Q4 		$1.33M Buy
24,773
+116
+0.5% +$6.21K 0.25% 26
2025
Q3 		$1.32M Buy
24,657
+219
+0.9% +$11.5K 0.28% 24
2025
Q2 		$1.27M Buy
24,438
+4,477
+22% +$233K 0.29% 25
2025
Q1 		$1.05M Sell
19,961
-587
-3% -$31.2K 0.27% 26
2024
Q4 		$1.09M Sell
20,548
-597
-3% -$32.1K 0.29% 22
2024
Q3 		$1.15M Buy
21,145
+39
+0.2% +$2.1K 0.31% 18
2024
Q2 		$1.13M Buy
21,106
+687
+3% +$36.6K 0.33% 18
2024
Q1 		$1.1M Buy
20,419
+104
+0.5% +$5.61K 0.32% 19
2023
Q4 		$1.1M Buy
20,315
+132
+0.7% +$6.87K 0.5% 14
2023
Q3 		$1.03M Buy
20,183
+111
+0.6% +$5.84K 0.53% 14
2023
Q2 		$1.07M Buy
20,072
+590
+3% +$31.4K 0.83% 13
2023
Q1 		$1.04M Buy
19,482
+349
+2% +$18.5K 0.92% 9
2022
Q4 		$1M Buy
19,133
+1,450
+8% +$74.8K 1% 10
2022
Q3 		$895K Sell
17,683
-1,223
-6% -$64.4K 1.01% 14
2022
Q2 		$994K Buy
18,906
+61
+0.3% +$3.22K 1.08% 16
2022
Q1 		$1.03M Buy
18,845
+479
+3% +$26.9K 0.93% 14
2021
Q4 		$1.06M Buy
+18,366
New +$1.06M 0.92% 16

Other funds holding NYF

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Conrad Siegel Investment Advisors's NYF Position: Q2 2026 in Review

Conrad Siegel Investment Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 60% in Q2 2026, selling an estimated $801K and leaving 10,040 shares worth $541K. The position accounts for 0.09% of the portfolio, ranked #46.

Conrad Siegel Investment Advisors first reported a position in NYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2026. 84 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Conrad Siegel Investment Advisors held 10,040 shares of iShares New York Muni Bond ETF worth $541K as of Q2 2026.
  • Conrad Siegel Investment Advisors sold 14,968 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $801K.
  • iShares New York Muni Bond ETF made up 0.09% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Conrad Siegel Investment Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Conrad Siegel Investment Advisors's iShares New York Muni Bond ETF position peaked at $1.33M in Q1 2026.
  • 84 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.