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

Creative Planning’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 		$6.97M Buy
131,285
+61,023
+87% +$3.28M ﹤0.01% 947
2025
Q4 		$3.76M Buy
70,262
+1,548
+2% +$82.9K ﹤0.01% 1211
2025
Q3 		$3.67M Buy
68,714
+488
+0.7% +$25.5K ﹤0.01% 1070
2025
Q2 		$3.56M Buy
68,226
+15,970
+31% +$830K ﹤0.01% 936
2025
Q1 		$2.75M Buy
52,256
+9,845
+23% +$524K ﹤0.01% 991
2024
Q4 		$2.26M Buy
42,411
+19,847
+88% +$1.07M ﹤0.01% 1056
2024
Q3 		$1.23M Sell
22,564
-3,550
-14% -$191K ﹤0.01% 1363
2024
Q2 		$1.39M Buy
26,114
+3,089
+13% +$165K ﹤0.01% 1188
2024
Q1 		$1.24M Buy
23,025
+154
+0.7% +$8.3K ﹤0.01% 1202
2023
Q4 		$1.24M Sell
22,871
-4,521
-17% -$235K ﹤0.01% 1124
2023
Q3 		$1.4M Buy
27,392
+1,312
+5% +$69K ﹤0.01% 1009
2023
Q2 		$1.39M Sell
26,080
-5,175
-17% -$276K ﹤0.01% 974
2023
Q1 		$1.67M Buy
31,255
+1,062
+4% +$56.3K ﹤0.01% 855
2022
Q4 		$1.58M Sell
30,193
-16,523
-35% -$852K ﹤0.01% 835
2022
Q3 		$2.36M Sell
46,716
-3,385
-7% -$178K ﹤0.01% 643
2022
Q2 		$2.63M Sell
50,101
-4,030
-7% -$213K ﹤0.01% 622
2022
Q1 		$2.95M Buy
54,131
+672
+1% +$37.8K ﹤0.01% 604
2021
Q4 		$3.1M Buy
53,459
+6,719
+14% +$389K 0.01% 560
2021
Q3 		$2.7M Buy
46,740
+4,606
+11% +$269K ﹤0.01% 589
2021
Q2 		$2.46M Sell
42,134
-134,056
-76% -$7.81M ﹤0.01% 602
2021
Q1 		$10.2M Buy
176,190
+4,535
+3% +$263K 0.02% 272
2020
Q4 		$10M Buy
171,655
+5,108
+3% +$294K 0.02% 260
2020
Q3 		$9.57M Buy
166,547
+1,342
+0.8% +$77.5K 0.03% 215
2020
Q2 		$9.51M Sell
165,205
-1,858
-1% -$105K 0.03% 199
2020
Q1 		$9.44M Buy
167,063
+8
+0% +$457 0.03% 177
2019
Q4 		$9.53M Hold
167,055
– – 0.03% 197
2019
Q3 		$9.56M Hold
167,055
– – 0.03% 180
2019
Q2 		$9.49M Buy
167,055
+14,176
+9% +$798K 0.03% 188
2019
Q1 		$8.54M Buy
152,879
+32,472
+27% +$1.79M 0.03% 187
2018
Q4 		$6.59M Buy
120,407
+6,007
+5% +$325K 0.03% 202
2018
Q3 		$6.22M Hold
114,400
– – 0.02% 234
2018
Q2 		$6.27M Buy
114,400
+12,482
+12% +$681K 0.02% 222
2018
Q1 		$5.58M Buy
101,918
+4,922
+5% +$271K 0.02% 227
2017
Q4 		$5.41M Buy
96,996
+440
+0.5% +$24.6K 0.02% 226
2017
Q3 		$5.41M Buy
96,556
+12,040
+14% +$675K 0.03% 223
2017
Q2 		$4.71M Buy
84,516
+84,116
+21,029% +$4.68M 0.02% 226
2017
Q1 		$22K Hold
400
– – ﹤0.01% 3065
2016
Q4 		$22K Hold
400
– – ﹤0.01% 3012
2016
Q3 		$23K Buy
+400
New +$22.9K ﹤0.01% 2967

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 Planning's NYF Position: Q1 2026 in Review

Creative Planning increased its iShares New York Muni Bond ETF (NYF) stake by 87% in Q1 2026, buying an estimated $3.28M and bringing the position to 131,285 shares worth $6.97M. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Creative Planning first reported a position in NYF in Q3 2016 and has held it in 39 quarters since. The position peaked at $10.2M in Q1 2021. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Creative Planning held 131,285 shares of iShares New York Muni Bond ETF worth $6.97M as of Q1 2026.
  • Creative Planning bought 61,023 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $3.28M.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #947 holding.
  • Creative Planning first reported a position in iShares New York Muni Bond ETF in Q3 2016 and has held it in 39 quarters since.
  • Creative Planning's iShares New York Muni Bond ETF position peaked at $10.2M in Q1 2021.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.