Fairview Capital Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Fairview Capital Investment 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
2025 Q2	–	Sell	-12,550	Closed	-$661K	–	168
2025 Q1	$661K	Buy	12,550 +4,100	+49%	+$218K	0.04%	105
2024 Q4	$450K	Buy	8,450 +1,850	+28%	+$99.4K	0.02%	121
2024 Q3	$359K	Buy	+6,600	New	+$356K	0.02%	126

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

Fairview Capital Investment Management's NYF Position: Q2 2025 in Review

Fairview Capital Investment Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2025, closing a stake of 12,550 shares — an estimated $661K sold.

Fairview Capital Investment Management first reported a position in NYF in Q3 2024 and held it in 3 quarters. The position peaked at $661K in Q1 2025. 174 funds tracked by Wall St. Rank hold NYF as of Q2 2025.

Fairview Capital Investment Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Fairview Capital Investment Management sold 12,550 iShares New York Muni Bond ETF shares in Q2 2025, an estimated $661K.
Fairview Capital Investment Management first reported a position in iShares New York Muni Bond ETF in Q3 2024 and held it in 3 quarters.
Fairview Capital Investment Management's iShares New York Muni Bond ETF position peaked at $661K in Q1 2025.
174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2025.

Based on Fairview Capital Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.