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Integrated Wealth Concepts’s iShares New York Muni Bond ETF NYF Stock Holding History

Integrated Wealth Concepts’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
2025
Q3 		– Sell
-5,188
Closed -$271K – 2064
2025
Q2 		$271K Buy
5,188
+38
+0.7% +$1.98K ﹤0.01% 1606
2025
Q1 		$271K Buy
5,150
+25
+0.5% +$1.33K ﹤0.01% 1463
2024
Q4 		$273K Buy
5,125
+47
+0.9% +$2.52K ﹤0.01% 1425
2024
Q3 		$276K Buy
5,078
+35
+0.7% +$1.89K ﹤0.01% 1397
2024
Q2 		$269K Buy
+5,043
New +$269K ﹤0.01% 1374

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 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
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Integrated Wealth Concepts's NYF Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of iShares New York Muni Bond ETF (NYF) in Q3 2025, closing a stake of 5,188 shares — an estimated $271K sold.

Integrated Wealth Concepts first reported a position in NYF in Q2 2024 and held it in 5 quarters. The position peaked at $276K in Q3 2024. 174 funds tracked by Wall St. Rank hold NYF as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining iShares New York Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,188 iShares New York Muni Bond ETF shares in Q3 2025, an estimated $271K.
  • Integrated Wealth Concepts first reported a position in iShares New York Muni Bond ETF in Q2 2024 and held it in 5 quarters.
  • Integrated Wealth Concepts's iShares New York Muni Bond ETF position peaked at $276K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.