Davidson Investment Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Davidson Investment Advisors’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	$238K	Sell	4,406 -665	-13%	-$35.6K	0.01%	119
2026 Q1	$269K	Buy	5,071 +130	+3%	+$6.99K	0.01%	118
2025 Q4	$264K	Hold	4,941	–	–	0.01%	118
2025 Q3	$264K	Hold	4,941	–	–	0.01%	117
2025 Q2	$258K	Sell	4,941 -262	-5%	-$13.6K	0.01%	115
2025 Q1	$274K	Buy	5,203 +645	+14%	+$34.3K	0.01%	108
2024 Q4	$243K	Buy	4,558 +765	+20%	+$41.1K	0.01%	116
2024 Q3	$206K	Buy	+3,793	New	+$204K	0.01%	117
2024 Q1	–	Sell	-4,181	Closed	-$226K	–	117
2023 Q4	$226K	Hold	4,181	–	–	0.01%	114
2023 Q3	$213K	Hold	4,181	–	–	0.01%	121
2023 Q2	$223K	Sell	4,181 -6,309	-60%	-$336K	0.01%	110
2023 Q1	$561K	Buy	+10,490	New	+$556K	0.04%	91

Other funds holding NYF

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Davidson Investment Advisors's NYF Position: Q2 2026 in Review

Davidson Investment Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 13% in Q2 2026, selling an estimated $35.6K and leaving 4,406 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #119.

Davidson Investment Advisors first reported a position in NYF in Q1 2023 and has held it in 12 quarters since. The position peaked at $561K in Q1 2023. 88 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Davidson Investment Advisors held 4,406 shares of iShares New York Muni Bond ETF worth $238K as of Q2 2026.
Davidson Investment Advisors sold 665 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $35.6K.
iShares New York Muni Bond ETF made up 0.01% of Davidson Investment Advisors's portfolio in Q2 2026, its #119 holding.
Davidson Investment Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2023 and has held it in 12 quarters since.
Davidson Investment Advisors's iShares New York Muni Bond ETF position peaked at $561K in Q1 2023.
88 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.