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

Empirical 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	$551K	Buy	10,226 +595	+6%	+$31.9K	0.01%	644
2026 Q1	$512K	Hold	9,631	–	–	0.01%	563
2025 Q4	$515K	Hold	9,631	–	–	0.01%	507
2025 Q3	$514K	Buy	9,631 +50	+0.5%	+$2.62K	0.01%	469
2025 Q2	$500K	Buy	+9,581	New	+$498K	0.01%	420

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Empirical Wealth Management increased its iShares New York Muni Bond ETF (NYF) stake by 6.2% in Q2 2026, buying an estimated $31.9K and bringing the position to 10,226 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #644.

Empirical Wealth Management first reported a position in NYF in Q2 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Empirical Wealth Management held 10,226 shares of iShares New York Muni Bond ETF worth $551K as of Q2 2026.
Empirical Wealth Management bought 595 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $31.9K.
iShares New York Muni Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #644 holding.
Empirical Wealth Management first reported a position in iShares New York Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.