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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
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 $26B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Equita Financial Network's NYF Position: Q1 2026 in Review

Equita Financial Network increased its iShares New York Muni Bond ETF (NYF) stake by 0.15% in Q1 2026, buying an estimated $3.93K and bringing the position to 49,278 shares worth $2.62M. The position accounts for 0.82% of the portfolio, ranked #24.

Equita Financial Network first reported a position in NYF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.63M in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Equita Financial Network held 49,278 shares of iShares New York Muni Bond ETF worth $2.62M as of Q1 2026.
  • Equita Financial Network bought 73 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $3.93K.
  • iShares New York Muni Bond ETF made up 0.82% of Equita Financial Network's portfolio in Q1 2026, its #24 holding.
  • Equita Financial Network first reported a position in iShares New York Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Equita Financial Network's iShares New York Muni Bond ETF position peaked at $2.63M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.