Corient Private Wealth
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Corient Private Wealth’s iShares New York Muni Bond ETF NYF Stock Holding History

Corient Private Wealth’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 		$1.33M Sell
25,077
-19,647
-44% -$1.06M ﹤0.01% 1479
2025
Q4 		$2.39M Buy
44,724
+31,860
+248% +$1.71M ﹤0.01% 1428
2025
Q3 		$686K Sell
12,864
-9,143
-42% -$479K ﹤0.01% 1626
2025
Q2 		$1.15M Buy
22,007
+4,622
+27% +$240K ﹤0.01% 1293
2025
Q1 		$915K Sell
17,385
-5,200
-23% -$277K ﹤0.01% 1314
2024
Q4 		$1.2M Buy
22,585
+2,779
+14% +$149K ﹤0.01% 1237
2024
Q3 		$1.08M Buy
19,806
+2,610
+15% +$141K ﹤0.01% 1367
2024
Q2 		$918K Sell
17,196
-6,688
-28% -$356K ﹤0.01% 1359
2024
Q1 		$1.29M Buy
23,884
+2,825
+13% +$152K ﹤0.01% 1228
2023
Q4 		$1.14M Sell
21,059
-6,708
-24% -$349K ﹤0.01% 1233
2023
Q3 		$1.42M Buy
27,767
+1,435
+5% +$75.5K ﹤0.01% 1055
2023
Q2 		$1.4M Sell
26,332
-789
-3% -$42K ﹤0.01% 1031
2023
Q1 		$1.45M Buy
27,121
+7,326
+37% +$389K ﹤0.01% 950
2022
Q4 		$1.04M Buy
+19,795
New +$1.02M ﹤0.01% 901

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

Corient Private Wealth's NYF Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares New York Muni Bond ETF (NYF) stake by 44% in Q1 2026, selling an estimated $1.06M and leaving 25,077 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Corient Private Wealth first reported a position in NYF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.39M in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Corient Private Wealth held 25,077 shares of iShares New York Muni Bond ETF worth $1.33M as of Q1 2026.
  • Corient Private Wealth sold 19,647 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $1.06M.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1479 holding.
  • Corient Private Wealth first reported a position in iShares New York Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares New York Muni Bond ETF position peaked at $2.39M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.