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Insight Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Insight 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
2022
Q1 		– Sell
-3,925
Closed -$227K – 336
2021
Q4 		$227K Hold
3,925
– – 0.07% 281
2021
Q3 		$227K Buy
+3,925
New +$229K 0.07% 277

Other funds holding NYF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Insight Advisors's NYF Position: Q1 2022 in Review

Insight Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2022, closing a stake of 3,925 shares — an estimated $227K sold.

Insight Advisors first reported a position in NYF in Q3 2021 and held it in 2 quarters. The position peaked at $227K in Q4 2021. 113 funds tracked by Wall St. Rank hold NYF as of Q1 2022.

  • Insight Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Insight Advisors sold 3,925 iShares New York Muni Bond ETF shares in Q1 2022, an estimated $227K.
  • Insight Advisors first reported a position in iShares New York Muni Bond ETF in Q3 2021 and held it in 2 quarters.
  • Insight Advisors's iShares New York Muni Bond ETF position peaked at $227K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2022.

Based on Insight Advisors's 13F filing for Q1 2022, filed 13 May 2022.