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Howe & Rusling’s iShares New York Muni Bond ETF NYF Stock Holding History

Howe & Rusling’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
2021
Q1 		– Sell
-434
Closed -$25K – 994
2020
Q4 		$25K Buy
434
+155
+56% +$8.93K ﹤0.01% 361
2020
Q3 		$16K Buy
+279
New +$16.1K ﹤0.01% 374
2015
Q3 		– Sell
-560
Closed -$31K – 1058
2015
Q2 		$31K Sell
560
-540
-49% -$29.8K 0.01% 350
2015
Q1 		$62K Hold
1,100
– – 0.01% 259
2014
Q4 		$61K Hold
1,100
– – 0.01% 259
2014
Q3 		$61K Hold
1,100
– – 0.01% 269
2014
Q2 		$61K Buy
1,100
+130
+13% +$7.1K 0.01% 280
2014
Q1 		$52K Hold
970
– – 0.01% 317
2013
Q4 		$51K Hold
970
– – 0.01% 301
2013
Q3 		$51K Hold
970
– – 0.02% 317
2013
Q2 		$51K Buy
+970
New +$53.3K 0.01% 332

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howe & Rusling's NYF Position: Q1 2021 in Review

Howe & Rusling sold out of iShares New York Muni Bond ETF (NYF) in Q1 2021, closing a stake of 434 shares — an estimated $25K sold.

Howe & Rusling first reported a position in NYF in Q2 2013 and held it in 11 quarters. The position peaked at $62K in Q1 2015. 109 funds tracked by Wall St. Rank hold NYF as of Q1 2021.

  • Howe & Rusling reported no remaining iShares New York Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Howe & Rusling sold 434 iShares New York Muni Bond ETF shares in Q1 2021, an estimated $25K.
  • Howe & Rusling first reported a position in iShares New York Muni Bond ETF in Q2 2013 and held it in 11 quarters.
  • Howe & Rusling's iShares New York Muni Bond ETF position peaked at $62K in Q1 2015.
  • 109 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.