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Hennion & Walsh Asset Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Hennion & Walsh Asset Management’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 		$5.89M Buy
109,332
+13,721
+14% +$735K 0.17% 152
2026
Q1 		$5.08M Buy
95,611
+11,441
+14% +$615K 0.17% 147
2025
Q4 		$4.5M Buy
84,170
+10,656
+14% +$571K 0.16% 165
2025
Q3 		$3.92M Sell
73,514
-2,438
-3% -$128K 0.14% 179
2025
Q2 		$3.96M Buy
75,952
+6,450
+9% +$335K 0.16% 153
2025
Q1 		$3.66M Buy
69,502
+17,912
+35% +$953K 0.16% 160
2024
Q4 		$2.75M Buy
51,590
+9,655
+23% +$519K 0.12% 207
2024
Q3 		$2.28M Buy
41,935
+17,244
+70% +$930K 0.11% 246
2024
Q2 		$1.32M Buy
24,691
+2,990
+14% +$159K 0.07% 361
2024
Q1 		$1.17M Buy
21,701
+13,420
+162% +$724K 0.06% 382
2023
Q4 		$448K Buy
+8,281
New +$431K 0.03% 580

Other funds holding NYF

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Hennion & Walsh Asset Management's NYF Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its iShares New York Muni Bond ETF (NYF) stake by 14% in Q2 2026, buying an estimated $735K and bringing the position to 109,332 shares worth $5.89M. The position accounts for 0.17% of the portfolio, ranked #152.

Hennion & Walsh Asset Management first reported a position in NYF in Q4 2023 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Hennion & Walsh Asset Management held 109,332 shares of iShares New York Muni Bond ETF worth $5.89M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 13,721 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $735K.
  • iShares New York Muni Bond ETF made up 0.17% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #152 holding.
  • Hennion & Walsh Asset Management first reported a position in iShares New York Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.