Level Financial Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Level Financial 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	$1.73M	Sell	32,184 -616	-2%	-$33K	0.39%	39
2026 Q1	$1.74M	Sell	32,800 -3,124	-9%	-$168K	0.44%	37
2025 Q4	$1.92M	Sell	35,924 -153	-0.4%	-$8.2K	0.51%	35
2025 Q3	$1.92M	Sell	36,077 -3,693	-9%	-$193K	0.54%	36
2025 Q2	$2.07M	Buy	39,770 +4,133	+12%	+$215K	0.65%	33
2025 Q1	$1.88M	Sell	35,637 -2,457	-6%	-$131K	0.64%	34
2024 Q4	$2.03M	Sell	38,094 -2,411	-6%	-$129K	0.74%	30
2024 Q3	$2.2M	Buy	40,505 +627	+2%	+$33.8K	0.84%	28
2024 Q2	$2.13M	Buy	39,878 +133	+0.3%	+$7.08K	0.92%	25
2024 Q1	$2.14M	Sell	39,745 -8,072	-17%	-$435K	0.97%	23
2023 Q4	$2.59M	Buy	47,817 +17,375	+57%	+$904K	1.28%	20
2023 Q3	$1.55M	Buy	30,442 +7,242	+31%	+$381K	0.87%	23
2023 Q2	$1.24M	Hold	23,200	–	–	0.69%	26
2023 Q1	$1.24M	Sell	23,200 -819	-3%	-$43.4K	0.75%	26
2022 Q4	$1.26M	Buy	24,019 +10,327	+75%	+$533K	0.82%	27
2022 Q3	$693K	Buy	13,692 +10,905	+391%	+$574K	0.51%	27
2022 Q2	$147K	Buy	+2,787	New	+$147K	0.11%	59

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

Level Financial Advisors's NYF Position: Q2 2026 in Review

Level Financial Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 1.9% in Q2 2026, selling an estimated $33K and leaving 32,184 shares worth $1.73M. The position accounts for 0.39% of the portfolio, ranked #39.

Level Financial Advisors first reported a position in NYF in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.59M in Q4 2023. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Level Financial Advisors held 32,184 shares of iShares New York Muni Bond ETF worth $1.73M as of Q2 2026.
Level Financial Advisors sold 616 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $33K.
iShares New York Muni Bond ETF made up 0.39% of Level Financial Advisors's portfolio in Q2 2026, its #39 holding.
Level Financial Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Level Financial Advisors's iShares New York Muni Bond ETF position peaked at $2.59M in Q4 2023.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.