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Dakota Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Dakota Wealth Management’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 		$246K Sell
4,555
-3,720
-45% -$199K ﹤0.01% 708
2026
Q1 		$440K Hold
8,275
– – 0.01% 575
2025
Q4 		$443K Buy
+8,275
New +$443K 0.01% 576

Other funds holding NYF

TCIIS
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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

Dakota Wealth Management's NYF Position: Q2 2026 in Review

Dakota Wealth Management reduced its iShares New York Muni Bond ETF (NYF) stake by 45% in Q2 2026, selling an estimated $199K and leaving 4,555 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Dakota Wealth Management first reported a position in NYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $443K in Q4 2025. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Dakota Wealth Management held 4,555 shares of iShares New York Muni Bond ETF worth $246K as of Q2 2026.
  • Dakota Wealth Management sold 3,720 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $199K.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #708 holding.
  • Dakota Wealth Management first reported a position in iShares New York Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Dakota Wealth Management's iShares New York Muni Bond ETF position peaked at $443K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.