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

Evanson Financial’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 		$628K Buy
+11,649
New +$624K 0.03% 184

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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

Evanson Financial's NYF Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares New York Muni Bond ETF (NYF) in Q2 2026: 11,649 shares worth $628K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings.

203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Evanson Financial held 11,649 shares of iShares New York Muni Bond ETF worth $628K as of Q2 2026.
  • iShares New York Muni Bond ETF was a new Evanson Financial position in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.03% of Evanson Financial's portfolio in Q2 2026, its #184 holding.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.