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 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

HPA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Klingman & Associates's NYF Position: Q2 2026 in Review

Klingman & Associates reduced its iShares New York Muni Bond ETF (NYF) stake by 1.6% in Q2 2026, selling an estimated $207K and leaving 236,010 shares worth $12.7M. The position accounts for 0.54% of the portfolio, ranked #35.

Klingman & Associates first reported a position in NYF in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.7M in Q1 2026. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Klingman & Associates held 236,010 shares of iShares New York Muni Bond ETF worth $12.7M as of Q2 2026.
Klingman & Associates sold 3,865 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $207K.
iShares New York Muni Bond ETF made up 0.54% of Klingman & Associates's portfolio in Q2 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 9 quarters since.
Klingman & Associates's iShares New York Muni Bond ETF position peaked at $12.7M in Q1 2026.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.