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Flagship Harbor Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Flagship Harbor 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
2020
Q4 		– Sell
-1,550
Closed -$89K – 1333
2020
Q3 		$89K Hold
1,550
– – 0.01% 689
2020
Q2 		$89K Hold
1,550
– – 0.01% 681
2020
Q1 		$88K Hold
1,550
– – 0.02% 588
2019
Q4 		$88K Hold
1,550
– – 0.02% 640
2019
Q3 		$88K Hold
1,550
– – 0.02% 619
2019
Q2 		$88K Hold
1,550
– – 0.02% 603
2019
Q1 		$86K Hold
1,550
– – 0.02% 607
2018
Q4 		$84K Hold
1,550
– – 0.02% 564
2018
Q3 		$84K Hold
1,550
– – 0.02% 646
2018
Q2 		$84K Buy
+1,550
New +$84.6K 0.02% 634

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return