IC
MUNY

IEQ Capital’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

IEQ Capital’s Portfolio MUNY Stock Details MUNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.44M Buy
82,394
+16,111
+24% +$1.67M 0.04% 393
2025
Q4 		$6.84M Buy
+66,283
New +$6.85M 0.02% 443

Other funds holding MUNY

BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

IEQ Capital's MUNY Position: Q1 2026 in Review

IEQ Capital increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 24% in Q1 2026, buying an estimated $1.67M and bringing the position to 82,394 shares worth $8.44M. The position accounts for 0.04% of the portfolio, ranked #393.

IEQ Capital first reported a position in MUNY in Q4 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • IEQ Capital held 82,394 shares of Vanguard New York Tax-Exempt Bond ETF worth $8.44M as of Q1 2026.
  • IEQ Capital bought 16,111 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.67M.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.04% of IEQ Capital's portfolio in Q1 2026, its #393 holding.
  • IEQ Capital first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.