Klingman & Associates’s iShares New York Muni Bond ETF NYF Stock Holding History

Klingman & Associates’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 Q3	$11.9M	Sell	235,291 -719	-0.3%	-$37.8K	0.49%	35
2026 Q2	$12.7M	Sell	236,010 -3,865	-2%	-$207K	0.54%	35
2026 Q1	$12.7M	Buy	239,875 +4,119	+2%	+$222K	0.61%	31
2025 Q4	$12.6M	Buy	235,756 +2,583	+1%	+$138K	0.61%	33
2025 Q3	$12.4M	Buy	233,173 +10,819	+5%	+$566K	0.63%	34
2025 Q2	$11.6M	Sell	222,354 -5,533	-2%	-$288K	0.64%	34
2025 Q1	$12M	Buy	227,887 +7,559	+3%	+$402K	0.73%	31
2024 Q4	$11.7M	Buy	220,328 +23,430	+12%	+$1.26M	0.72%	32
2024 Q3	$10.7M	Buy	196,898 +18,937	+11%	+$1.02M	0.66%	32
2024 Q2	$9.5M	Buy	+177,961	New	+$9.48M	0.64%	33

Other funds holding NYF

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Klingman & Associates's NYF Position: Q3 2026 in Review

Klingman & Associates reduced its iShares New York Muni Bond ETF (NYF) stake by 0.3% in Q3 2026, selling an estimated $37.8K and leaving 235,291 shares worth $11.9M. The position accounts for 0.49% of the portfolio, ranked #35.

Klingman & Associates first reported a position in NYF in Q2 2024 and has held it in 10 quarters since. The position peaked at $12.7M in Q1 2026. 120 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

Klingman & Associates held 235,291 shares of iShares New York Muni Bond ETF worth $11.9M as of Q3 2026.
Klingman & Associates sold 719 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $37.8K.
iShares New York Muni Bond ETF made up 0.49% of Klingman & Associates's portfolio in Q3 2026, its #35 holding.
Klingman & Associates first reported a position in iShares New York Muni Bond ETF in Q2 2024 and has held it in 10 quarters since.
Klingman & Associates's iShares New York Muni Bond ETF position peaked at $12.7M in Q1 2026.
120 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.