Focus Partners Wealth’s iShares New York Muni Bond ETF NYF Stock Holding History

Focus Partners Wealth’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	$2.19M	Sell	40,652 -5,990	-13%	-$321K	﹤0.01%	1315
2026 Q1	$2.49M	Buy	46,642 +12,634	+37%	+$679K	﹤0.01%	1220
2025 Q4	$1.82M	Buy	34,008 +19	+0.1%	+$1.02K	﹤0.01%	1369
2025 Q3	$1.81M	Sell	33,989 -12,493	-27%	-$654K	﹤0.01%	1056
2025 Q2	$2.42M	Buy	46,482 +264	+0.6%	+$13.7K	0.01%	856
2025 Q1	$2.43M	Buy	46,218 +6,563	+17%	+$349K	0.01%	802
2024 Q4	$2.11M	Buy	39,655 +11,354	+40%	+$610K	0.01%	822
2024 Q3	$1.54M	Buy	+28,301	New	+$1.53M	﹤0.01%	835

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

Focus Partners Wealth's NYF Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares New York Muni Bond ETF (NYF) stake by 13% in Q2 2026, selling an estimated $321K and leaving 40,652 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Focus Partners Wealth first reported a position in NYF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.49M in Q1 2026. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Focus Partners Wealth held 40,652 shares of iShares New York Muni Bond ETF worth $2.19M as of Q2 2026.
Focus Partners Wealth sold 5,990 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $321K.
iShares New York Muni Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1315 holding.
Focus Partners Wealth first reported a position in iShares New York Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's iShares New York Muni Bond ETF position peaked at $2.49M in Q1 2026.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.