GFL
NYF icon

Granite FO LLC’s iShares New York Muni Bond ETF NYF Stock Holding History

Granite FO LLC’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
Q1 		– Sell
-5,642
Closed -$305K – 219
2023
Q4 		$305K Hold
5,642
– – 0.2% 45
2023
Q3 		$288K Hold
5,642
– – 0.2% 43
2023
Q2 		$300K Hold
5,642
– – 0.21% 43
2023
Q1 		$302K Hold
5,642
– – 0.19% 57
2022
Q4 		$297K Buy
+5,642
New +$291K 0.23% 33

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Granite FO LLC's NYF Position: Q1 2024 in Review

Granite FO LLC sold out of iShares New York Muni Bond ETF (NYF) in Q1 2024, closing a stake of 5,642 shares — an estimated $305K sold.

Granite FO LLC first reported a position in NYF in Q4 2022 and held it in 5 quarters. The position peaked at $305K in Q4 2023. 139 funds tracked by Wall St. Rank hold NYF as of Q1 2024.

  • Granite FO LLC reported no remaining iShares New York Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Granite FO LLC sold 5,642 iShares New York Muni Bond ETF shares in Q1 2024, an estimated $305K.
  • Granite FO LLC first reported a position in iShares New York Muni Bond ETF in Q4 2022 and held it in 5 quarters.
  • Granite FO LLC's iShares New York Muni Bond ETF position peaked at $305K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2024.

Based on Granite FO LLC's 13F filing for Q1 2024, filed 5 Sep 2024.