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Guidance Point Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Guidance Point Advisors’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
2023
Q1 		– Sell
-4,062
Closed -$213K – 80
2022
Q4 		$213K Buy
4,062
+30
+0.7% +$1.55K 0.09% 72
2022
Q3 		$204K Buy
4,032
+20
+0.5% +$1.05K 0.09% 78
2022
Q2 		$211K Buy
4,012
+19
+0.5% +$1K 0.09% 79
2022
Q1 		$217K Buy
3,993
+12
+0.3% +$675 0.08% 87
2021
Q4 		$230K Buy
3,981
+25
+0.6% +$1.45K 0.08% 80
2021
Q3 		$228K Sell
3,956
-8
-0.2% -$467 0.08% 82
2021
Q2 		$231K Buy
3,964
+18
+0.5% +$1.05K 0.09% 82
2021
Q1 		$227K Buy
3,946
+13
+0.3% +$755 0.09% 81
2020
Q4 		$229K Sell
3,933
-21
-0.5% -$1.21K 0.11% 77
2020
Q3 		$227K Buy
3,954
+19
+0.5% +$1.1K 0.13% 68
2020
Q2 		$226K Buy
3,935
+21
+0.5% +$1.19K 0.13% 64
2020
Q1 		$221K Sell
3,914
-14
-0.4% -$799 0.14% 59
2019
Q4 		$224K Buy
3,928
+27
+0.7% +$1.54K 0.11% 63
2019
Q3 		$223K Sell
3,901
-5
-0.1% -$286 0.12% 60
2019
Q2 		$221K Buy
3,906
+5
+0.1% +$281 0.13% 59
2019
Q1 		$217K Buy
3,901
+16
+0.4% +$882 0.13% 59
2018
Q4 		$212K Buy
+3,885
New +$210K 0.14% 59

Other funds holding NYF

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guidance Point Advisors's NYF Position: Q1 2023 in Review

Guidance Point Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2023, closing a stake of 4,062 shares — an estimated $213K sold.

Guidance Point Advisors first reported a position in NYF in Q4 2018 and held it in 17 quarters. The position peaked at $231K in Q2 2021. 105 funds tracked by Wall St. Rank hold NYF as of Q1 2023.

  • Guidance Point Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Guidance Point Advisors sold 4,062 iShares New York Muni Bond ETF shares in Q1 2023, an estimated $213K.
  • Guidance Point Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2018 and held it in 17 quarters.
  • Guidance Point Advisors's iShares New York Muni Bond ETF position peaked at $231K in Q2 2021.
  • 105 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2023.

Based on Guidance Point Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.