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Crestwood Advisors Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Crestwood Advisors Group’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
2025
Q3 		– Sell
-7,333
Closed -$382K – 583
2025
Q2 		$382K Hold
7,333
– – 0.01% 391
2025
Q1 		$386K Sell
7,333
-200
-3% -$10.6K 0.01% 383
2024
Q4 		$401K Hold
7,533
– – 0.01% 332
2024
Q3 		$409K Buy
7,533
+3,289
+77% +$177K 0.01% 325
2024
Q2 		$227K Sell
4,244
-1,029
-20% -$54.8K ﹤0.01% 396
2024
Q1 		$284K Sell
5,273
-4,726
-47% -$255K 0.01% 363
2023
Q4 		$541K Buy
+9,999
New +$520K 0.01% 251
2022
Q2 		– Sell
-7,505
Closed -$409K – 284
2022
Q1 		$409K Buy
7,505
+350
+5% +$19.7K 0.01% 213
2021
Q4 		$415K Buy
7,155
+450
+7% +$26K 0.01% 220
2021
Q3 		$388K Buy
6,705
+279
+4% +$16.3K 0.01% 212
2021
Q2 		$376K Buy
6,426
+275
+4% +$16K 0.01% 211
2021
Q1 		$355K Hold
6,151
– – 0.01% 205
2020
Q4 		$358K Hold
6,151
– – 0.01% 204
2020
Q3 		$353K Sell
6,151
-434
-7% -$25.1K 0.01% 187
2020
Q2 		$379K Buy
6,585
+300
+5% +$17K 0.02% 182
2020
Q1 		$355K Buy
6,285
+750
+14% +$42.8K 0.02% 168
2019
Q4 		$316K Hold
5,535
– – 0.01% 205
2019
Q3 		$317K Buy
5,535
+850
+18% +$48.7K 0.01% 197
2019
Q2 		$266K Buy
+4,685
New +$264K 0.01% 204
2017
Q2 		– Sell
-1,200
Closed -$66K – 352
2017
Q1 		$66K Buy
+1,200
New +$65.8K 0.01% 220

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Crestwood Advisors Group's NYF Position: Q3 2025 in Review

Crestwood Advisors Group sold out of iShares New York Muni Bond ETF (NYF) in Q3 2025, closing a stake of 7,333 shares — an estimated $382K sold.

Crestwood Advisors Group first reported a position in NYF in Q1 2017 and held it in 20 quarters. The position peaked at $541K in Q4 2023. 174 funds tracked by Wall St. Rank hold NYF as of Q3 2025.

  • Crestwood Advisors Group reported no remaining iShares New York Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 7,333 iShares New York Muni Bond ETF shares in Q3 2025, an estimated $382K.
  • Crestwood Advisors Group first reported a position in iShares New York Muni Bond ETF in Q1 2017 and held it in 20 quarters.
  • Crestwood Advisors Group's iShares New York Muni Bond ETF position peaked at $541K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2025.

Based on Crestwood Advisors Group's 13F filing for Q3 2025, filed 7 Nov 2025.