JIC
MUNY

Joel Isaacson & Co’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Joel Isaacson & Co’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 		$528K Buy
5,153
+2,701
+110% +$280K 0.02% 269
2025
Q4 		$253K Buy
+2,452
New +$253K 0.01% 392

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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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

Joel Isaacson & Co's MUNY Position: Q1 2026 in Review

Joel Isaacson & Co increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 110% in Q1 2026, buying an estimated $280K and bringing the position to 5,153 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #269.

Joel Isaacson & Co 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.

  • Joel Isaacson & Co held 5,153 shares of Vanguard New York Tax-Exempt Bond ETF worth $528K as of Q1 2026.
  • Joel Isaacson & Co bought 2,701 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $280K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q1 2026, its #269 holding.
  • Joel Isaacson & Co 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 Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.