Fort Point Capital Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

Fort Point Capital Partners’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	$234K	Sell	4,334 -3,144	-42%	-$168K	0.02%	238
2026 Q1	$397K	Sell	7,478 -22,028	-75%	-$1.18M	0.05%	158
2025 Q4	$1.59M	Sell	29,506 -8,763	-23%	-$469K	0.18%	80
2025 Q3	$2.04M	Buy	+38,269	New	+$2M	0.24%	68
2016 Q4	–	Sell	-7,600	Closed	-$433K	–	138
2016 Q3	$433K	Hold	7,600	–	–	0.2%	81
2016 Q2	$438K	Buy	+7,600	New	+$433K	0.21%	71

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

Fort Point Capital Partners's NYF Position: Q2 2026 in Review

Fort Point Capital Partners reduced its iShares New York Muni Bond ETF (NYF) stake by 42% in Q2 2026, selling an estimated $168K and leaving 4,334 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #238.

Fort Point Capital Partners first reported a position in NYF in Q2 2016 and has held it in 6 quarters since. The position peaked at $2.04M in Q3 2025. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Fort Point Capital Partners held 4,334 shares of iShares New York Muni Bond ETF worth $234K as of Q2 2026.
Fort Point Capital Partners sold 3,144 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $168K.
iShares New York Muni Bond ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #238 holding.
Fort Point Capital Partners first reported a position in iShares New York Muni Bond ETF in Q2 2016 and has held it in 6 quarters since.
Fort Point Capital Partners's iShares New York Muni Bond ETF position peaked at $2.04M in Q3 2025.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.