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Durante & Waters’s iShares New York Muni Bond ETF NYF Stock Holding History

Durante & Waters’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 		$3.26M Buy
60,461
+3,167
+6% +$170K 2.14% 11
2026
Q1 		$3.04M Buy
57,294
+834
+1% +$44.9K 2.2% 11
2025
Q4 		$3.02M Buy
56,460
+8,978
+19% +$481K 2.11% 11
2025
Q3 		$2.53M Buy
47,482
+3,432
+8% +$180K 1.86% 12
2025
Q2 		$2.3M Sell
44,050
-121
-0.3% -$6.29K 1.81% 11
2025
Q1 		$2.33M Buy
44,171
+102
+0.2% +$5.43K 1.95% 11
2024
Q4 		$2.35M Buy
44,069
+3,181
+8% +$171K 1.94% 10
2024
Q3 		$2.22M Buy
40,888
+2,068
+5% +$111K 1.86% 11
2024
Q2 		$2.07M Buy
38,820
+3,317
+9% +$177K 1.84% 12
2024
Q1 		$1.91M Sell
35,503
-5,764
-14% -$311K 1.75% 12
2023
Q4 		$2.23M Buy
+41,267
New +$2.15M 2.15% 11

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 $103B AUM 28.65% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Durante & Waters's NYF Position: Q2 2026 in Review

Durante & Waters increased its iShares New York Muni Bond ETF (NYF) stake by 5.5% in Q2 2026, buying an estimated $170K and bringing the position to 60,461 shares worth $3.26M. The position accounts for 2.14% of the portfolio, ranked #11.

Durante & Waters first reported a position in NYF in Q4 2023 and has held it in 11 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Durante & Waters held 60,461 shares of iShares New York Muni Bond ETF worth $3.26M as of Q2 2026.
  • Durante & Waters bought 3,167 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $170K.
  • iShares New York Muni Bond ETF made up 2.14% of Durante & Waters's portfolio in Q2 2026, its #11 holding.
  • Durante & Waters first reported a position in iShares New York Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Durante & Waters's 13F filing for Q2 2026, filed 10 Aug 2026.