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Kades & Cheifetz’s iShares New York Muni Bond ETF NYF Stock Holding History

Kades & Cheifetz’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
2024
Q4 		$862K Buy
16,191
+41
+0.3% +$2.2K 0.44% 51
2024
Q3 		$877K Buy
16,150
+44
+0.3% +$2.37K 0.5% 48
2024
Q2 		$860K Buy
16,106
+100
+0.6% +$5.33K 0.54% 45
2024
Q1 		$861K Buy
16,006
+70
+0.4% +$3.77K 0.55% 43
2023
Q4 		$862K Buy
15,936
+5,490
+53% +$286K 0.61% 41
2023
Q3 		$533K Buy
10,446
+21
+0.2% +$1.1K 0.42% 47
2023
Q2 		$555K Hold
10,425
– – 0.43% 46
2023
Q1 		$558K Buy
10,425
+1,650
+19% +$87.5K 0.44% 47
2022
Q4 		$460K Buy
+8,775
New +$453K 0.38% 52

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Kades & Cheifetz's NYF Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares New York Muni Bond ETF (NYF) stake by 0.25% in Q4 2024, buying an estimated $2.2K and bringing the position to 16,191 shares worth $862K. The position accounts for 0.44% of the portfolio, ranked #51.

Kades & Cheifetz first reported a position in NYF in Q4 2022 and has held it in 9 quarters since. The position peaked at $877K in Q3 2024. 170 funds tracked by Wall St. Rank hold NYF as of Q4 2024.

  • Kades & Cheifetz held 16,191 shares of iShares New York Muni Bond ETF worth $862K as of Q4 2024.
  • Kades & Cheifetz bought 41 iShares New York Muni Bond ETF shares in Q4 2024, an estimated $2.2K.
  • iShares New York Muni Bond ETF made up 0.44% of Kades & Cheifetz's portfolio in Q4 2024, its #51 holding.
  • Kades & Cheifetz first reported a position in iShares New York Muni Bond ETF in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's iShares New York Muni Bond ETF position peaked at $877K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.