GA
NYF icon

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

GoalVest 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
Q1 		– Sell
-290
Closed -$17K – 212
2020
Q4 		$17K Buy
+290
New +$16.7K 0.01% 153

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 $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GoalVest Advisory's NYF Position: Q1 2021 in Review

GoalVest Advisory sold out of iShares New York Muni Bond ETF (NYF) in Q1 2021, closing a stake of 290 shares — an estimated $17K sold.

GoalVest Advisory first reported a position in NYF in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 109 funds tracked by Wall St. Rank hold NYF as of Q1 2021.

  • GoalVest Advisory reported no remaining iShares New York Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • GoalVest Advisory sold 290 iShares New York Muni Bond ETF shares in Q1 2021, an estimated $17K.
  • GoalVest Advisory first reported a position in iShares New York Muni Bond ETF in Q4 2020 and held it in 1 quarter.
  • GoalVest Advisory's iShares New York Muni Bond ETF position peaked at $17K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.