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

Dopkins 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 		$710K Sell
13,170
-874
-6% -$46.8K 0.26% 51
2026
Q1 		$746K Buy
14,044
+333
+2% +$17.9K 0.3% 47
2025
Q4 		$734K Buy
13,711
+1,155
+9% +$61.9K 0.3% 48
2025
Q3 		$670K Buy
12,556
+8,079
+180% +$423K 0.28% 50
2025
Q2 		$233K Buy
+4,477
New +$233K 0.1% 73

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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

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

Dopkins Wealth Management reduced its iShares New York Muni Bond ETF (NYF) stake by 6.2% in Q2 2026, selling an estimated $46.8K and leaving 13,170 shares worth $710K. The position accounts for 0.26% of the portfolio, ranked #51.

Dopkins Wealth Management first reported a position in NYF in Q2 2025 and has held it in 5 quarters since. The position peaked at $746K in Q1 2026. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Dopkins Wealth Management held 13,170 shares of iShares New York Muni Bond ETF worth $710K as of Q2 2026.
  • Dopkins Wealth Management sold 874 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $46.8K.
  • iShares New York Muni Bond ETF made up 0.26% of Dopkins Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Dopkins Wealth Management first reported a position in iShares New York Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Dopkins Wealth Management's iShares New York Muni Bond ETF position peaked at $746K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.