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Landmark Wealth Management (New York)’s iShares New York Muni Bond ETF NYF Stock Holding History

Landmark Wealth Management (New York)’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
2022
Q2 		– Sell
-276
Closed -$276 – 133
2022
Q1 		$276 Buy
+276
New +$15.5K ﹤0.01% 158

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPA
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Landmark Wealth Management (New York)'s NYF Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of iShares New York Muni Bond ETF (NYF) in Q2 2022, closing a stake of 276 shares — an estimated $276 sold.

Landmark Wealth Management (New York) first reported a position in NYF in Q1 2022 and held it in 1 quarter. The position peaked at $276 in Q1 2022. 107 funds tracked by Wall St. Rank hold NYF as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining iShares New York Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 276 iShares New York Muni Bond ETF shares in Q2 2022, an estimated $276.
  • Landmark Wealth Management (New York) first reported a position in iShares New York Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s iShares New York Muni Bond ETF position peaked at $276 in Q1 2022.
  • 107 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.