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EP Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

EP Wealth 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 		$550K Hold
10,199
– – ﹤0.01% 985
2026
Q1 		$542K Buy
10,199
+860
+9% +$46.3K ﹤0.01% 867
2025
Q4 		$500K Buy
+9,339
New +$500K ﹤0.01% 878
2025
Q2 		$517K Sell
9,910
-2,625
-21% -$137K ﹤0.01% 769
2025
Q1 		$660K Hold
12,535
– – 0.01% 614
2024
Q4 		$667K Hold
12,535
– – 0.01% 606
2024
Q3 		$681K Sell
12,535
-200
-2% -$10.8K 0.01% 599
2024
Q2 		$680K Buy
12,735
+200
+2% +$10.7K 0.01% 471
2024
Q1 		$675K Hold
12,535
– – 0.01% 449
2023
Q4 		$678K Buy
12,535
+7,335
+141% +$382K 0.01% 437
2023
Q3 		$265K Sell
5,200
-5,993
-54% -$315K ﹤0.01% 584
2023
Q2 		$277K Sell
11,193
-8,807
-44% -$469K ﹤0.01% 577
2023
Q1 		$0 Buy
20,000
+9,715
+94% +$515K ﹤0.01% 683
2022
Q4 		$539K Buy
+10,285
New +$531K 0.01% 363
2022
Q2 		– Sell
-3,314
Closed -$181K – 678
2022
Q1 		$181K Buy
+3,314
New +$186K ﹤0.01% 583
2021
Q1 		– Sell
-2,314
Closed -$135K – 512
2020
Q4 		$135K Buy
+2,314
New +$133K ﹤0.01% 432

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

EP Wealth Advisors's NYF Position: Q2 2026 in Review

EP Wealth Advisors held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 10,199 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

EP Wealth Advisors first reported a position in NYF in Q4 2020 and has held it in 16 quarters since. The position peaked at $681K in Q3 2024. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • EP Wealth Advisors held 10,199 shares of iShares New York Muni Bond ETF worth $550K as of Q2 2026.
  • EP Wealth Advisors left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
  • iShares New York Muni Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #985 holding.
  • EP Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • EP Wealth Advisors's iShares New York Muni Bond ETF position peaked at $681K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.