Ken Fisher’s iShares New York Muni Bond ETF NYF Stock Holding History

Ken Fisher’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
2023 Q2	–	Sell	-7,522	Closed	-$403K	–	1195
2023 Q1	$403K	Buy	7,522 +299	+4%	+$15.9K	﹤0.01%	877
2022 Q4	$378K	Buy	7,223 +360	+5%	+$18.6K	﹤0.01%	880
2022 Q3	$347K	Hold	6,863	–	–	﹤0.01%	800
2022 Q2	$361K	Hold	6,863	–	–	﹤0.01%	771
2022 Q1	$374K	Hold	6,863	–	–	﹤0.01%	779
2021 Q4	$398K	Hold	6,863	–	–	﹤0.01%	801
2021 Q3	$397K	Hold	6,863	–	–	﹤0.01%	766
2021 Q2	$401K	Hold	6,863	–	–	﹤0.01%	755
2021 Q1	$396K	Hold	6,863	–	–	﹤0.01%	740
2020 Q4	$400K	Buy	6,863 +642	+10%	+$37K	﹤0.01%	744
2020 Q3	$357K	Hold	6,221	–	–	﹤0.01%	716
2020 Q2	$358K	Buy	+6,221	New	+$352K	﹤0.01%	698

Other funds holding NYF

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

RWP

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Ken Fisher's NYF Position: Q2 2023 in Review

Ken Fisher sold out of iShares New York Muni Bond ETF (NYF) in Q2 2023, closing a stake of 7,522 shares — an estimated $403K sold.

Ken Fisher first reported a position in NYF in Q2 2020 and held it in 12 quarters. The position peaked at $403K in Q1 2023. 111 funds tracked by Wall St. Rank hold NYF as of Q2 2023.

Ken Fisher reported no remaining iShares New York Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Ken Fisher sold 7,522 iShares New York Muni Bond ETF shares in Q2 2023, an estimated $403K.
Ken Fisher first reported a position in iShares New York Muni Bond ETF in Q2 2020 and held it in 12 quarters.
Ken Fisher's iShares New York Muni Bond ETF position peaked at $403K in Q1 2023.
111 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2023.

Based on Fisher Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.