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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
Q1 		$18.6M Buy
350,771
+56,800
+19% +$3.05M 1.96% 14
2025
Q4 		$15.7M Buy
+293,971
New +$15.7M 1.72% 16

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

Legacy Edge Advisors's NYF Position: Q1 2026 in Review

Legacy Edge Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 19% in Q1 2026, buying an estimated $3.05M and bringing the position to 350,771 shares worth $18.6M. The position accounts for 1.96% of the portfolio, ranked #14.

Legacy Edge Advisors first reported a position in NYF in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Legacy Edge Advisors held 350,771 shares of iShares New York Muni Bond ETF worth $18.6M as of Q1 2026.
  • Legacy Edge Advisors bought 56,800 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $3.05M.
  • iShares New York Muni Bond ETF made up 1.96% of Legacy Edge Advisors's portfolio in Q1 2026, its #14 holding.
  • Legacy Edge Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Legacy Edge Advisors's 13F filing for Q1 2026, filed 11 May 2026.