Hudson Valley Investment Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Hudson Valley Investment Advisors’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	$551K	Buy	10,226 +23	+0.2%	+$1.23K	0.07%	109
2026 Q1	$542K	Hold	10,203	–	–	0.07%	111
2025 Q4	$546K	Buy	10,203 +503	+5%	+$26.9K	0.06%	114
2025 Q3	$517K	Hold	9,700	–	–	0.05%	122
2025 Q2	$506K	Sell	9,700 -350	-3%	-$18.2K	0.06%	119
2025 Q1	$529K	Hold	10,050	–	–	0.06%	115
2024 Q4	$535K	Sell	10,050 -1,000	-9%	-$53.7K	0.06%	116
2024 Q3	$600K	Buy	11,050 +850	+8%	+$45.8K	0.07%	115
2024 Q2	$552K	Sell	10,200 -1,000	-9%	-$53.3K	0.07%	122
2024 Q1	$603K	Buy	11,200 +1,000	+10%	+$53.9K	0.07%	119
2023 Q4	$552K	Sell	10,200 -5,500	-35%	-$286K	0.08%	122
2023 Q3	$801K	Sell	15,700 -150	-0.9%	-$7.89K	0.11%	111
2023 Q2	$844K	Sell	15,850 -500	-3%	-$26.6K	0.11%	116
2023 Q1	$875K	Sell	16,350 -600	-4%	-$31.8K	0.12%	119
2022 Q4	$888K	Hold	16,950	–	–	0.13%	115
2022 Q3	$858K	Buy	+16,950	New	+$892K	0.14%	114
2022 Q1	–	Sell	-18,450	Closed	-$1.07M	–	218
2021 Q4	$1.07M	Sell	18,450 -300	-2%	-$17.4K	0.17%	88
2021 Q3	$1.08M	Buy	18,750 +1,200	+7%	+$70.1K	0.19%	91
2021 Q2	$1.03M	Buy	+17,550	New	+$1.02M	0.18%	90
2021 Q1	–	Sell	-13,900	Closed	-$810K	–	177
2020 Q4	$810K	Buy	13,900 +100	+0.7%	+$5.76K	0.15%	95
2020 Q3	$793K	Sell	13,800 -400	-3%	-$23.1K	0.17%	91
2020 Q2	$817K	Buy	14,200 +400	+3%	+$22.6K	0.19%	89
2020 Q1	$780K	Hold	13,800	–	–	0.22%	86
2019 Q4	$787K	Hold	13,800	–	–	0.17%	98
2019 Q3	$790K	Buy	13,800 +150	+1%	+$8.59K	0.18%	100
2019 Q2	$775K	Buy	+13,650	New	+$768K	0.18%	99

Other funds holding NYF

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 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

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Hudson Valley Investment Advisors's NYF Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 0.23% in Q2 2026, buying an estimated $1.23K and bringing the position to 10,226 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #109.

Hudson Valley Investment Advisors first reported a position in NYF in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.08M in Q3 2021. 66 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Hudson Valley Investment Advisors held 10,226 shares of iShares New York Muni Bond ETF worth $551K as of Q2 2026.
Hudson Valley Investment Advisors bought 23 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $1.23K.
iShares New York Muni Bond ETF made up 0.07% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #109 holding.
Hudson Valley Investment Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2019 and has held it in 26 quarters since.
Hudson Valley Investment Advisors's iShares New York Muni Bond ETF position peaked at $1.08M in Q3 2021.
66 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.