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Joel Isaacson & Co’s iShares New York Muni Bond ETF NYF Stock Holding History

Joel Isaacson & Co’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
2021
Q4 		– Sell
-6,202
Closed -$359K – 316
2021
Q3 		$359K Hold
6,202
– – 0.03% 226
2021
Q2 		$363K Hold
6,202
– – 0.03% 213
2021
Q1 		$358K Hold
6,202
– – 0.03% 196
2020
Q4 		$361K Hold
6,202
– – 0.04% 181
2020
Q3 		$356K Buy
+6,202
New +$358K 0.05% 158
2015
Q2 		– Sell
-800
Closed -$45K – 774
2015
Q1 		$45K Buy
+800
New +$44.8K 0.01% 371

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Joel Isaacson & Co's NYF Position: Q4 2021 in Review

Joel Isaacson & Co sold out of iShares New York Muni Bond ETF (NYF) in Q4 2021, closing a stake of 6,202 shares — an estimated $359K sold.

Joel Isaacson & Co first reported a position in NYF in Q1 2015 and held it in 6 quarters. The position peaked at $363K in Q2 2021. 116 funds tracked by Wall St. Rank hold NYF as of Q4 2021.

  • Joel Isaacson & Co reported no remaining iShares New York Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Joel Isaacson & Co sold 6,202 iShares New York Muni Bond ETF shares in Q4 2021, an estimated $359K.
  • Joel Isaacson & Co first reported a position in iShares New York Muni Bond ETF in Q1 2015 and held it in 6 quarters.
  • Joel Isaacson & Co's iShares New York Muni Bond ETF position peaked at $363K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2021.

Based on Joel Isaacson & Co's 13F filing for Q4 2021, filed 19 Jan 2022.