KAS
NYF icon

Kestra Advisory Services’s iShares New York Muni Bond ETF NYF Stock Holding History

Kestra Advisory Services’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
2026
Q1 		$3.03M Buy
56,983
+1,682
+3% +$90.5K 0.01% 1053
2025
Q4 		$2.96M Buy
55,301
+3,777
+7% +$202K 0.01% 997
2025
Q3 		$2.75M Buy
51,524
+9,073
+21% +$475K 0.01% 983
2025
Q2 		$2.21M Buy
42,451
+36,452
+608% +$1.9M 0.01% 1036
2025
Q1 		$316K Sell
5,999
-1,226
-17% -$65.3K ﹤0.01% 2141
2024
Q4 		$385K Buy
7,225
+3,516
+95% +$189K ﹤0.01% 2056
2024
Q3 		$202K Sell
3,709
-1,264
-25% -$68.1K ﹤0.01% 2372
2024
Q2 		$201K Buy
+4,973
New +$265K ﹤0.01% 2410
2022
Q4 		– Sell
-8,334
Closed -$422K – 2312
2022
Q3 		$422K Buy
8,334
+1,945
+30% +$102K ﹤0.01% 1407
2022
Q2 		$336K Sell
6,389
-3,342
-34% -$177K ﹤0.01% 1555
2022
Q1 		$531K Sell
9,731
-154
-2% -$8.66K 0.01% 1256
2021
Q4 		$573K Buy
9,885
+44
+0.4% +$2.54K 0.01% 1248
2021
Q3 		$569K Buy
9,841
+156
+2% +$9.11K 0.01% 1316
2021
Q2 		$566K Sell
9,685
-816
-8% -$47.5K 0.01% 1225
2021
Q1 		$606K Sell
10,501
-976
-9% -$56.7K 0.01% 1103
2020
Q4 		$669K Buy
11,477
+1,009
+10% +$58.1K 0.01% 1060
2020
Q3 		$601K Buy
+10,468
New +$605K 0.01% 809

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Kestra Advisory Services's NYF Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares New York Muni Bond ETF (NYF) stake by 3% in Q1 2026, buying an estimated $90.5K and bringing the position to 56,983 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #1053.

Kestra Advisory Services first reported a position in NYF in Q3 2020 and has held it in 17 quarters since. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Kestra Advisory Services held 56,983 shares of iShares New York Muni Bond ETF worth $3.03M as of Q1 2026.
  • Kestra Advisory Services bought 1,682 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $90.5K.
  • iShares New York Muni Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1053 holding.
  • Kestra Advisory Services first reported a position in iShares New York Muni Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.