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Independent Wealth Network’s iShares New York Muni Bond ETF NYF Stock Holding History

Independent Wealth Network’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 		$477K Buy
8,853
+4
+0% +$214 0.12% 189
2026
Q1 		$470K Sell
8,849
-16
-0.2% -$861 0.14% 173
2025
Q4 		$474K Buy
8,865
+1,442
+19% +$77.2K 0.14% 160
2025
Q3 		$396K Buy
7,423
+3
+0% +$157 0.13% 180
2025
Q2 		$387K Buy
7,420
+4
+0.1% +$208 0.14% 166
2025
Q1 		$390K Sell
7,416
-101
-1% -$5.38K 0.16% 153
2024
Q4 		$400K Sell
7,517
-2,745
-27% -$147K 0.16% 146
2024
Q3 		$558K Sell
10,262
-529
-5% -$28.5K 0.25% 110
2024
Q2 		$576K Buy
10,791
+46
+0.4% +$2.45K 0.27% 100
2024
Q1 		$578K Buy
10,745
+81
+0.8% +$4.37K 0.27% 96
2023
Q4 		$577K Buy
10,664
+86
+0.8% +$4.48K 0.3% 85
2023
Q3 		$540K Buy
10,578
+58
+0.6% +$3.05K 0.33% 82
2023
Q2 		$560K Buy
10,520
+476
+5% +$25.4K 0.34% 76
2023
Q1 		$537K Buy
10,044
+639
+7% +$33.9K 0.34% 68
2022
Q4 		$493K Buy
9,405
+630
+7% +$32.5K 0.34% 67
2022
Q3 		$444K Buy
8,775
+152
+2% +$8K 0.35% 71
2022
Q2 		$454K Buy
8,623
+577
+7% +$30.5K 0.33% 74
2022
Q1 		$439K Buy
8,046
+251
+3% +$14.1K 0.28% 98
2021
Q4 		$452K Buy
7,795
+157
+2% +$9.08K 0.28% 104
2021
Q3 		$441K Buy
+7,638
New +$446K 0.29% 104

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 $104B AUM 28.3% 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 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Independent Wealth Network's NYF Position: Q2 2026 in Review

Independent Wealth Network increased its iShares New York Muni Bond ETF (NYF) stake by 0.05% in Q2 2026, buying an estimated $214 and bringing the position to 8,853 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #189.

Independent Wealth Network first reported a position in NYF in Q3 2021 and has held it in 20 quarters since. The position peaked at $578K in Q1 2024. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Independent Wealth Network held 8,853 shares of iShares New York Muni Bond ETF worth $477K as of Q2 2026.
  • Independent Wealth Network bought 4 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $214.
  • iShares New York Muni Bond ETF made up 0.12% of Independent Wealth Network's portfolio in Q2 2026, its #189 holding.
  • Independent Wealth Network first reported a position in iShares New York Muni Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's iShares New York Muni Bond ETF position peaked at $578K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.