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Eagle Ridge Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Eagle Ridge Investment 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
2024
Q4 		$2.63M Buy
49,417
+729
+1% +$39.2K 0.23% 55
2024
Q3 		$2.65M Buy
48,688
+3,960
+9% +$213K 0.23% 53
2024
Q2 		$2.39M Buy
44,728
+684
+2% +$36.4K 0.22% 56
2024
Q1 		$2.37M Sell
44,044
-848
-2% -$45.7K 0.22% 56
2023
Q4 		$2.43M Sell
44,892
-273
-0.6% -$14.2K 0.24% 57
2023
Q3 		$2.3M Buy
45,165
+1,546
+4% +$81.3K 0.25% 56
2023
Q2 		$2.32M Buy
43,619
+461
+1% +$24.6K 0.24% 57
2023
Q1 		$2.31M Buy
43,158
+2,416
+6% +$128K 0.26% 57
2022
Q4 		$2.13M Buy
40,742
+1,388
+4% +$71.6K 0.25% 60
2022
Q3 		$1.99M Buy
39,354
+2,239
+6% +$118K 0.25% 63
2022
Q2 		$1.95M Sell
37,115
-251
-0.7% -$13.3K 0.24% 63
2022
Q1 		$2.04M Buy
37,366
+201
+0.5% +$11.3K 0.22% 65
2021
Q4 		$2.15M Buy
37,165
+2,405
+7% +$139K 0.23% 66
2021
Q3 		$2.01M Buy
34,760
+2,563
+8% +$150K 0.22% 66
2021
Q2 		$1.88M Buy
32,197
+4,118
+15% +$240K 0.22% 63
2021
Q1 		$1.62M Buy
28,079
+623
+2% +$36.2K 0.2% 65
2020
Q4 		$1.6M Buy
27,456
+113
+0.4% +$6.51K 0.2% 66
2020
Q3 		$1.57M Buy
27,343
+5,579
+26% +$322K 0.22% 63
2020
Q2 		$1.25M Sell
21,764
-2,033
-9% -$115K 0.19% 66
2020
Q1 		$1.34M Buy
23,797
+751
+3% +$42.9K 0.23% 64
2019
Q4 		$1.31M Buy
23,046
+644
+3% +$36.8K 0.18% 69
2019
Q3 		$1.28M Sell
22,402
-130
-0.6% -$7.45K 0.19% 70
2019
Q2 		$1.28M Buy
22,532
+67
+0.3% +$3.77K 0.19% 70
2019
Q1 		$1.25M Buy
22,465
+9,166
+69% +$505K 0.18% 69
2018
Q4 		$728K Sell
13,299
-25,428
-66% -$1.37M 0.12% 88
2018
Q3 		$2.1M Buy
38,727
+30
+0.1% +$1.64K 0.3% 67
2018
Q2 		$2.12M Buy
38,697
+6,625
+21% +$362K 0.32% 64
2018
Q1 		$1.76M Buy
32,072
+2,872
+10% +$158K 0.27% 67
2017
Q4 		$1.63M Buy
29,200
+4,452
+18% +$249K 0.25% 72
2017
Q3 		$1.39M Buy
24,748
+1,528
+7% +$85.6K 0.23% 75
2017
Q2 		$1.29M Buy
23,220
+950
+4% +$52.9K 0.25% 71
2017
Q1 		$1.23M Buy
22,270
+2,050
+10% +$112K 0.24% 73
2016
Q4 		$1.1M Sell
20,220
-1,580
-7% -$87.4K 0.23% 77
2016
Q3 		$1.24M Buy
21,800
+12,900
+145% +$739K 0.28% 73
2016
Q2 		$513K Hold
8,900
– – 0.12% 90
2016
Q1 		$502K Hold
8,900
– – 0.12% 91
2015
Q4 		$498K Hold
8,900
– – 0.12% 92
2015
Q3 		$493K Buy
+8,900
New +$490K 0.13% 89

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Eagle Ridge Investment Management's NYF Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its iShares New York Muni Bond ETF (NYF) stake by 1.5% in Q4 2024, buying an estimated $39.2K and bringing the position to 49,417 shares worth $2.63M. The position accounts for 0.23% of the portfolio, ranked #55.

Eagle Ridge Investment Management first reported a position in NYF in Q3 2015 and has held it in 38 quarters since. The position peaked at $2.65M in Q3 2024. 170 funds tracked by Wall St. Rank hold NYF as of Q4 2024.

  • Eagle Ridge Investment Management held 49,417 shares of iShares New York Muni Bond ETF worth $2.63M as of Q4 2024.
  • Eagle Ridge Investment Management bought 729 iShares New York Muni Bond ETF shares in Q4 2024, an estimated $39.2K.
  • iShares New York Muni Bond ETF made up 0.23% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #55 holding.
  • Eagle Ridge Investment Management first reported a position in iShares New York Muni Bond ETF in Q3 2015 and has held it in 38 quarters since.
  • Eagle Ridge Investment Management's iShares New York Muni Bond ETF position peaked at $2.65M in Q3 2024.
  • 170 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.