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Hudson Oak Wealth Advisory’s iShares New York Muni Bond ETF NYF Stock Holding History

Hudson Oak Wealth Advisory’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 		$528K Buy
9,787
+108
+1% +$5.78K 0.41% 39
2026
Q1 		$514K Buy
9,679
+368
+4% +$19.8K 0.45% 39
2025
Q4 		$498K Buy
+9,311
New +$499K 0.44% 39

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Hudson Oak Wealth Advisory's NYF Position: Q2 2026 in Review

Hudson Oak Wealth Advisory increased its iShares New York Muni Bond ETF (NYF) stake by 1.1% in Q2 2026, buying an estimated $5.78K and bringing the position to 9,787 shares worth $528K. The position accounts for 0.41% of the portfolio, ranked #39.

Hudson Oak Wealth Advisory first reported a position in NYF in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Hudson Oak Wealth Advisory held 9,787 shares of iShares New York Muni Bond ETF worth $528K as of Q2 2026.
  • Hudson Oak Wealth Advisory bought 108 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $5.78K.
  • iShares New York Muni Bond ETF made up 0.41% of Hudson Oak Wealth Advisory's portfolio in Q2 2026, its #39 holding.
  • Hudson Oak Wealth Advisory first reported a position in iShares New York Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Hudson Oak Wealth Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.