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

Financial Network Wealth 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
Q2 		$220K Hold
4,091
– – 0.06% 116
2026
Q1 		$217K Hold
4,091
– – 0.07% 106
2025
Q4 		$218K Hold
4,091
– – 0.07% 108
2025
Q3 		$219K Buy
+4,091
New +$214K 0.07% 108

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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

Financial Network Wealth Management's NYF Position: Q2 2026 in Review

Financial Network Wealth Management held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 4,091 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #116.

Financial Network Wealth Management first reported a position in NYF in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Financial Network Wealth Management held 4,091 shares of iShares New York Muni Bond ETF worth $220K as of Q2 2026.
  • Financial Network Wealth Management left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.06% of Financial Network Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Financial Network Wealth Management first reported a position in iShares New York Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.