J.W. Coons Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

J.W. Coons 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
2025 Q2	$209K	Hold	4,000	–	–	0.05%	236
2025 Q1	$211K	Hold	4,000	–	–	0.06%	226
2024 Q4	$213K	Hold	4,000	–	–	0.05%	220
2024 Q3	$217K	Hold	4,000	–	–	0.05%	226
2024 Q2	$214K	Hold	4,000	–	–	0.05%	222
2024 Q1	$215K	Hold	4,000	–	–	0.05%	230
2023 Q4	$216K	Buy	+4,000	New	+$208K	0.06%	228

Other funds holding NYF

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

J.W. Coons Advisors's NYF Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2025 at 4,000 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #236.

J.W. Coons Advisors first reported a position in NYF in Q4 2023 and has held it in 7 quarters since. The position peaked at $217K in Q3 2024. 174 funds tracked by Wall St. Rank hold NYF as of Q2 2025.

J.W. Coons Advisors held 4,000 shares of iShares New York Muni Bond ETF worth $209K as of Q2 2025.
J.W. Coons Advisors left its iShares New York Muni Bond ETF share count unchanged in Q2 2025.
iShares New York Muni Bond ETF made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #236 holding.
J.W. Coons Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2023 and has held it in 7 quarters since.
J.W. Coons Advisors's iShares New York Muni Bond ETF position peaked at $217K in Q3 2024.
174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.