FMA Advisory’s iShares New York Muni Bond ETF NYF Stock Holding History

FMA Advisory’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
2021 Q2	–	Sell	-5,058	Closed	-$292K	–	155
2021 Q1	$292K	Sell	5,058 -488	-9%	-$28.3K	0.09%	155
2020 Q4	$323K	Sell	5,546 -26	-0.5%	-$1.5K	0.11%	151
2020 Q3	$320K	Buy	5,572 +19	+0.3%	+$1.1K	0.13%	143
2020 Q2	$319K	Buy	5,553 +20	+0.4%	+$1.13K	0.14%	131
2020 Q1	$313K	Sell	5,533 -87	-2%	-$4.97K	0.17%	119
2019 Q4	$321K	Hold	5,620	–	–	0.13%	132
2019 Q3	$322K	Hold	5,620	–	–	0.14%	132
2019 Q2	$319K	Hold	5,620	–	–	0.14%	126
2019 Q1	$314K	Sell	5,620 -200	-3%	-$11K	0.14%	130
2018 Q4	$319K	Hold	5,820	–	–	0.16%	122
2018 Q3	$316K	Hold	5,820	–	–	0.14%	126
2018 Q2	$319K	Hold	5,820	–	–	0.15%	129
2018 Q1	$319K	Hold	5,820	–	–	0.16%	126
2017 Q4	$325K	Hold	5,820	–	–	0.15%	129
2017 Q3	$325K	Buy	+5,820	New	+$326K	0.19%	114
2017 Q2	–	Sell	-5,220	Closed	-$288K	–	130
2017 Q1	$288K	Buy	+5,220	New	+$286K	0.15%	127

Other funds holding NYF

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPA

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

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMA Advisory's NYF Position: Q2 2021 in Review

FMA Advisory sold out of iShares New York Muni Bond ETF (NYF) in Q2 2021, closing a stake of 5,058 shares — an estimated $292K sold.

FMA Advisory first reported a position in NYF in Q1 2017 and held it in 16 quarters. The position peaked at $325K in Q4 2017. 104 funds tracked by Wall St. Rank hold NYF as of Q2 2021.

FMA Advisory reported no remaining iShares New York Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
FMA Advisory sold 5,058 iShares New York Muni Bond ETF shares in Q2 2021, an estimated $292K.
FMA Advisory first reported a position in iShares New York Muni Bond ETF in Q1 2017 and held it in 16 quarters.
FMA Advisory's iShares New York Muni Bond ETF position peaked at $325K in Q4 2017.
104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2021.

Based on FMA Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.