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Cornerstone Advisory’s iShares New York Muni Bond ETF NYF Stock Holding History

Cornerstone Advisory’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 		– Sell
-12,144
Closed -$645K – 287
2026
Q1 		$645K Buy
+12,144
New +$653K 0.06% 136

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Cornerstone Advisory's NYF Position: Q2 2026 in Review

Cornerstone Advisory sold out of iShares New York Muni Bond ETF (NYF) in Q2 2026, closing a stake of 12,144 shares — an estimated $645K sold.

Cornerstone Advisory first reported a position in NYF in Q1 2026 and held it in 1 quarter. The position peaked at $645K in Q1 2026. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Cornerstone Advisory reported no remaining iShares New York Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Advisory sold 12,144 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $645K.
  • Cornerstone Advisory first reported a position in iShares New York Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Cornerstone Advisory's iShares New York Muni Bond ETF position peaked at $645K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.