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Grimes & Company’s iShares New York Muni Bond ETF NYF Stock Holding History

Grimes & Company’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 		– Sell
-8,250
Closed -$438K – 465
2026
Q1 		$438K Hold
8,250
– – 0.01% 314
2025
Q4 		$441K Hold
8,250
– – 0.01% 324
2025
Q3 		$440K Hold
8,250
– – 0.01% 327
2025
Q2 		$430K Hold
8,250
– – 0.01% 287
2025
Q1 		$434K Hold
8,250
– – 0.01% 250
2024
Q4 		$439K Hold
8,250
– – 0.01% 265
2024
Q3 		$448K Hold
8,250
– – 0.01% 244
2024
Q2 		$440K Hold
8,250
– – 0.01% 234
2024
Q1 		$444K Buy
+8,250
New +$445K 0.01% 235

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Grimes & Company's NYF Position: Q2 2026 in Review

Grimes & Company sold out of iShares New York Muni Bond ETF (NYF) in Q2 2026, closing a stake of 8,250 shares — an estimated $438K sold.

Grimes & Company first reported a position in NYF in Q1 2024 and held it in 9 quarters. The position peaked at $448K in Q3 2024. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Grimes & Company reported no remaining iShares New York Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Grimes & Company sold 8,250 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $438K.
  • Grimes & Company first reported a position in iShares New York Muni Bond ETF in Q1 2024 and held it in 9 quarters.
  • Grimes & Company's iShares New York Muni Bond ETF position peaked at $448K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.