Heritage Wealth Management (Arizona)’s iShares New York Muni Bond ETF NYF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q2	–	Sell	-958	Closed	-$52K	–	1038
2022 Q1	$52K	Buy	+958	New	+$53.9K	0.01%	466

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NYF Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of iShares New York Muni Bond ETF (NYF) in Q2 2022, closing a stake of 958 shares — an estimated $52K sold.

Heritage Wealth Management (Arizona) first reported a position in NYF in Q1 2022 and held it in 1 quarter. The position peaked at $52K in Q1 2022. 107 funds tracked by Wall St. Rank hold NYF as of Q2 2022.

Heritage Wealth Management (Arizona) reported no remaining iShares New York Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 958 iShares New York Muni Bond ETF shares in Q2 2022, an estimated $52K.
Heritage Wealth Management (Arizona) first reported a position in iShares New York Muni Bond ETF in Q1 2022 and held it in 1 quarter.
Heritage Wealth Management (Arizona)'s iShares New York Muni Bond ETF position peaked at $52K in Q1 2022.
107 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.