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Evanson Asset Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Evanson Asset 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
Q1 		$249K Buy
4,696
+24
+0.5% +$1.29K 0.01% 284
2025
Q4 		$250K Buy
+4,672
New +$250K 0.01% 292

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

Evanson Asset Management's NYF Position: Q1 2026 in Review

Evanson Asset Management increased its iShares New York Muni Bond ETF (NYF) stake by 0.51% in Q1 2026, buying an estimated $1.29K and bringing the position to 4,696 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #284.

Evanson Asset Management first reported a position in NYF in Q4 2025 and has held it in 2 quarters since. The position peaked at $250K in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Evanson Asset Management held 4,696 shares of iShares New York Muni Bond ETF worth $249K as of Q1 2026.
  • Evanson Asset Management bought 24 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $1.29K.
  • iShares New York Muni Bond ETF made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #284 holding.
  • Evanson Asset Management first reported a position in iShares New York Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Evanson Asset Management's iShares New York Muni Bond ETF position peaked at $250K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.