L.J. Altfest & Co’s iShares New York Muni Bond ETF NYF Stock Holding History

L.J. Altfest & Co’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	$4.99M	Buy	92,584 +29,560	+47%	+$1.58M	0.48%	46
2026 Q1	$3.35M	Buy	63,024 +19,259	+44%	+$1.04M	0.36%	56
2025 Q4	$2.34M	Sell	43,765 -39,164	-47%	-$2.1M	0.26%	72
2025 Q3	$4.42M	Sell	82,929 -28,501	-26%	-$1.49M	0.49%	48
2025 Q2	$5.81M	Buy	111,430 +15,809	+17%	+$822K	0.69%	30
2025 Q1	$5.03M	Buy	95,621 +12,007	+14%	+$639K	0.63%	35
2024 Q4	$4.45M	Buy	83,614 +2,020	+2%	+$108K	0.57%	39
2024 Q3	$4.43M	Sell	81,594 -29,372	-26%	-$1.58M	0.59%	34
2024 Q2	$5.92M	Sell	110,966 -85,933	-44%	-$4.58M	0.81%	29
2024 Q1	$10.6M	Sell	196,899 -10,378	-5%	-$560K	1.5%	18
2023 Q4	$11.2M	Buy	207,277 +197,045	+1,926%	+$10.3M	1.63%	17
2023 Q3	$522K	Buy	+10,232	New	+$538K	0.08%	170

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

L.J. Altfest & Co's NYF Position: Q2 2026 in Review

L.J. Altfest & Co increased its iShares New York Muni Bond ETF (NYF) stake by 47% in Q2 2026, buying an estimated $1.58M and bringing the position to 92,584 shares worth $4.99M. The position accounts for 0.48% of the portfolio, ranked #46.

L.J. Altfest & Co first reported a position in NYF in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.2M in Q4 2023. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

L.J. Altfest & Co held 92,584 shares of iShares New York Muni Bond ETF worth $4.99M as of Q2 2026.
L.J. Altfest & Co bought 29,560 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $1.58M.
iShares New York Muni Bond ETF made up 0.48% of L.J. Altfest & Co's portfolio in Q2 2026, its #46 holding.
L.J. Altfest & Co first reported a position in iShares New York Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
L.J. Altfest & Co's iShares New York Muni Bond ETF position peaked at $11.2M in Q4 2023.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.