First Affirmative Financial Network’s iShares New York Muni Bond ETF NYF Stock Holding History

First Affirmative 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	$215K	Buy	+4,046	New	+$218K	0.08%	282
2025 Q2	–	Sell	-4,450	Closed	-$234K	–	292
2025 Q1	$234K	Buy	+4,450	New	+$237K	0.14%	201
2024 Q1	–	Sell	-4,300	Closed	-$233K	–	259
2023 Q4	$233K	Buy	4,300 +89	+2%	+$4.63K	0.19%	186
2023 Q3	$215K	Buy	4,211 +5	+0.1%	+$263	0.21%	168
2023 Q2	$224K	Buy	4,206 +106	+3%	+$5.65K	0.22%	148
2023 Q1	$219K	Buy	+4,100	New	+$218K	0.25%	129
2022 Q3	–	Sell	-4,228	Closed	-$222K	–	147
2022 Q2	$222K	Sell	4,228 -148	-3%	-$7.82K	0.25%	119
2022 Q1	$239K	Sell	4,376 -177	-4%	-$9.95K	0.23%	133
2021 Q4	$264K	Hold	4,553	–	–	0.24%	125
2021 Q3	$263K	Buy	+4,553	New	+$266K	0.27%	113

Other funds holding NYF

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

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 London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

First Affirmative Financial Network's NYF Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in iShares New York Muni Bond ETF (NYF) in Q1 2026: 4,046 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #282 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in NYF as recently as Q1 2025.

First Affirmative Financial Network first reported a position in NYF in Q3 2021 and has held it in 10 quarters since. The position peaked at $264K in Q4 2021. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

First Affirmative Financial Network held 4,046 shares of iShares New York Muni Bond ETF worth $215K as of Q1 2026.
iShares New York Muni Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
iShares New York Muni Bond ETF made up 0.08% of First Affirmative Financial Network's portfolio in Q1 2026, its #282 holding.
First Affirmative Financial Network first reported a position in iShares New York Muni Bond ETF in Q3 2021 and has held it in 10 quarters since.
First Affirmative Financial Network's iShares New York Muni Bond ETF position peaked at $264K in Q4 2021.
210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.