Global Retirement Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

Global Retirement 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
2024 Q4	$37.1K	Sell	697 -42	-6%	-$2.26K	﹤0.01%	1763
2024 Q3	$40.1K	Hold	739	–	–	﹤0.01%	1663
2024 Q2	$39.5K	Hold	739	–	–	﹤0.01%	1661
2024 Q1	$39.8K	Hold	739	–	–	﹤0.01%	1503
2023 Q4	$39.9K	Hold	739	–	–	﹤0.01%	1459
2023 Q3	$37.5K	Hold	739	–	–	﹤0.01%	1402
2023 Q2	$39.4K	Hold	739	–	–	﹤0.01%	1384
2023 Q1	$39.5K	Hold	739	–	–	﹤0.01%	1337
2022 Q4	$38.7K	Sell	739 -294	-28%	-$15.2K	﹤0.01%	1205
2022 Q3	$52K	Hold	1,033	–	–	﹤0.01%	998
2022 Q2	$54K	Hold	1,033	–	–	﹤0.01%	963
2022 Q1	$54K	Buy	+1,033	New	+$58.1K	﹤0.01%	969
2021 Q4	–	Sell	-764	Closed	-$44K	–	1279
2021 Q3	$44K	Hold	764	–	–	﹤0.01%	898
2021 Q2	$45K	Buy	764 +42	+6%	+$2.45K	﹤0.01%	894
2021 Q1	$42K	Buy	722 +294	+69%	+$17.1K	﹤0.01%	854
2020 Q4	$25K	Hold	428	–	–	﹤0.01%	965
2020 Q3	$25K	Hold	428	–	–	﹤0.01%	854
2020 Q2	$25K	Hold	428	–	–	﹤0.01%	837
2020 Q1	$24K	Hold	428	–	–	﹤0.01%	754
2019 Q4	$24K	Hold	428	–	–	﹤0.01%	882
2019 Q3	$24K	Hold	428	–	–	﹤0.01%	842
2019 Q2	$24K	Hold	428	–	–	﹤0.01%	831
2019 Q1	$24K	Hold	428	–	–	0.01%	759
2018 Q4	$23K	Hold	428	–	–	0.01%	705
2018 Q3	$23K	Hold	428	–	–	0.01%	768
2018 Q2	$23K	Hold	428	–	–	0.01%	757
2018 Q1	$23K	Hold	428	–	–	0.01%	719
2017 Q4	$24K	Hold	428	–	–	0.01%	680
2017 Q3	$24K	Buy	+428	New	+$24K	0.01%	600

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

HPA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Global Retirement Partners's NYF Position: Q4 2024 in Review

Global Retirement Partners reduced its iShares New York Muni Bond ETF (NYF) stake by 5.7% in Q4 2024, selling an estimated $2.26K and leaving 697 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Global Retirement Partners first reported a position in NYF in Q3 2017 and has held it in 29 quarters since. The position peaked at $54K in Q2 2022. 170 funds tracked by Wall St. Rank hold NYF as of Q4 2024.

Global Retirement Partners held 697 shares of iShares New York Muni Bond ETF worth $37.1K as of Q4 2024.
Global Retirement Partners sold 42 iShares New York Muni Bond ETF shares in Q4 2024, an estimated $2.26K.
iShares New York Muni Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1763 holding.
Global Retirement Partners first reported a position in iShares New York Muni Bond ETF in Q3 2017 and has held it in 29 quarters since.
Global Retirement Partners's iShares New York Muni Bond ETF position peaked at $54K in Q2 2022.
170 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.