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Legacy Edge Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Legacy Edge Advisors’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 		$19.7M Buy
366,334
+15,563
+4% +$833K 1.81% 16
2026
Q1 		$18.6M Buy
350,771
+56,800
+19% +$3.05M 1.96% 14
2025
Q4 		$15.7M Buy
293,971
+16,808
+6% +$900K 1.72% 16
2025
Q3 		$14.8M Buy
277,163
+42,147
+18% +$2.21M 1.74% 16
2025
Q2 		$12.3M Buy
235,016
+228,439
+3,473% +$11.9M 1.64% 17
2025
Q1 		$346K Hold
6,577
– – 0.05% 135
2024
Q4 		$350K Buy
6,577
+1,300
+25% +$69.8K 0.06% 131
2024
Q3 		$287K Buy
5,277
+1,000
+23% +$53.9K 0.05% 151
2024
Q2 		$228K Buy
+4,277
New +$228K 0.04% 160

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Legacy Edge Advisors's NYF Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 4.4% in Q2 2026, buying an estimated $833K and bringing the position to 366,334 shares worth $19.7M. The position accounts for 1.81% of the portfolio, ranked #16.

Legacy Edge Advisors first reported a position in NYF in Q2 2024 and has held it in 9 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Legacy Edge Advisors held 366,334 shares of iShares New York Muni Bond ETF worth $19.7M as of Q2 2026.
  • Legacy Edge Advisors bought 15,563 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $833K.
  • iShares New York Muni Bond ETF made up 1.81% of Legacy Edge Advisors's portfolio in Q2 2026, its #16 holding.
  • Legacy Edge Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.