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Hamilton Wealth’s iShares New York Muni Bond ETF NYF Stock Holding History

Hamilton Wealth’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 		$745K Buy
14,020
+8,805
+169% +$474K 0.15% 57
2025
Q4 		$279K Buy
5,215
+180
+4% +$9.64K 0.05% 92
2025
Q3 		$269K Buy
+5,035
New +$264K 0.06% 86

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 $6.98B AUM 18.78% 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 $192B AUM 27.2% 1-Year Est. Return

Hamilton Wealth's NYF Position: Q1 2026 in Review

Hamilton Wealth increased its iShares New York Muni Bond ETF (NYF) stake by 169% in Q1 2026, buying an estimated $474K and bringing the position to 14,020 shares worth $745K. The position accounts for 0.15% of the portfolio, ranked #57.

Hamilton Wealth first reported a position in NYF in Q3 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Hamilton Wealth held 14,020 shares of iShares New York Muni Bond ETF worth $745K as of Q1 2026.
  • Hamilton Wealth bought 8,805 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $474K.
  • iShares New York Muni Bond ETF made up 0.15% of Hamilton Wealth's portfolio in Q1 2026, its #57 holding.
  • Hamilton Wealth first reported a position in iShares New York Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.