First Foundation Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

First Foundation Advisors’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	$1.46M	Hold	27,065	–	–	0.05%	159
2026 Q1	$1.44M	Hold	27,065	–	–	0.06%	158
2025 Q4	$1.45M	Hold	27,065	–	–	0.05%	150
2025 Q3	$1.44M	Hold	27,065	–	–	0.05%	153
2025 Q2	$1.41M	Buy	+27,065	New	+$1.41M	0.05%	162

Other funds holding NYF

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

HPA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

First Foundation Advisors's NYF Position: Q2 2026 in Review

First Foundation Advisors held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 27,065 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #159.

First Foundation Advisors first reported a position in NYF in Q2 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

First Foundation Advisors held 27,065 shares of iShares New York Muni Bond ETF worth $1.46M as of Q2 2026.
First Foundation Advisors left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
iShares New York Muni Bond ETF made up 0.05% of First Foundation Advisors's portfolio in Q2 2026, its #159 holding.
First Foundation Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.