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

Creative Financial Designs’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 		$118K Hold
2,226
– – 0.01% 642
2025
Q4 		$119K Buy
2,226
+2
+0.1% +$107 0.01% 618
2025
Q3 		$119K Buy
2,224
+1
+0% +$52 0.01% 590
2025
Q2 		$116K Buy
2,223
+1
+0% +$52 0.01% 632
2025
Q1 		$117K Hold
2,222
– – 0.01% 575
2024
Q4 		$118K Buy
2,222
+1
+0% +$54 0.01% 561
2024
Q3 		$121K Buy
2,221
+1
+0% +$54 0.01% 555
2024
Q2 		$119K Buy
2,220
+1
+0% +$53 0.01% 550
2024
Q1 		$119K Buy
2,219
+400
+22% +$21.6K 0.01% 530
2023
Q4 		$98.4K Buy
+1,819
New +$94.7K 0.01% 543

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

Creative Financial Designs's NYF Position: Q1 2026 in Review

Creative Financial Designs held its iShares New York Muni Bond ETF (NYF) position steady in Q1 2026 at 2,226 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #642.

Creative Financial Designs first reported a position in NYF in Q4 2023 and has held it in 10 quarters since. The position peaked at $121K in Q3 2024. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Creative Financial Designs held 2,226 shares of iShares New York Muni Bond ETF worth $118K as of Q1 2026.
  • Creative Financial Designs left its iShares New York Muni Bond ETF share count unchanged in Q1 2026.
  • iShares New York Muni Bond ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #642 holding.
  • Creative Financial Designs first reported a position in iShares New York Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Creative Financial Designs's iShares New York Muni Bond ETF position peaked at $121K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.