GK
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Graney & King’s iShares New York Muni Bond ETF NYF Stock Holding History

Graney & King’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
Q1 		$238K Sell
4,489
-58
-1% -$3.12K 0.13% 59
2025
Q4 		$243K Buy
4,547
+4
+0.1% +$214 0.14% 57
2025
Q3 		$242K Buy
4,543
+4
+0.1% +$209 0.17% 56
2025
Q2 		$237K Sell
4,539
-261
-5% -$13.6K 0.16% 54
2025
Q1 		$253K Buy
4,800
+3
+0.1% +$160 0.19% 49
2024
Q4 		$255K Buy
+4,797
New +$258K 0.19% 48

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return