EFN
NYF icon

Equita Financial Network’s iShares New York Muni Bond ETF NYF Stock Holding History

Equita Financial Network’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 		$2.66M Hold
49,278
– – 0.74% 28
2026
Q1 		$2.62M Buy
49,278
+73
+0.1% +$3.93K 0.82% 24
2025
Q4 		$2.63M Buy
49,205
+14,629
+42% +$784K 0.79% 24
2025
Q3 		$1.84M Buy
34,576
+11,507
+50% +$602K 0.62% 29
2025
Q2 		$1.2M Sell
23,069
-7,602
-25% -$395K 0.48% 30
2025
Q1 		$1.61M Buy
+30,671
New +$1.63M 0.56% 35

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

Equita Financial Network's NYF Position: Q2 2026 in Review

Equita Financial Network held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 49,278 shares worth $2.66M. The position accounts for 0.74% of the portfolio, ranked #28.

Equita Financial Network first reported a position in NYF in Q1 2025 and has held it in 6 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Equita Financial Network held 49,278 shares of iShares New York Muni Bond ETF worth $2.66M as of Q2 2026.
  • Equita Financial Network left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.74% of Equita Financial Network's portfolio in Q2 2026, its #28 holding.
  • Equita Financial Network first reported a position in iShares New York Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.