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 Q3	$1.48M	Sell	29,281 -2,903	-9%	-$153K	0.33%	43
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Level Financial Advisors's NYF Position: Q3 2026 in Review

Level Financial Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 9% in Q3 2026, selling an estimated $153K and leaving 29,281 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #43.

Level Financial Advisors first reported a position in NYF in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.59M in Q4 2023. 19 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

Level Financial Advisors held 29,281 shares of iShares New York Muni Bond ETF worth $1.48M as of Q3 2026.
Level Financial Advisors sold 2,903 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $153K.
iShares New York Muni Bond ETF made up 0.33% of Level Financial Advisors's portfolio in Q3 2026, its #43 holding.
Level Financial Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2022 and has held it in 18 quarters since.
Level Financial Advisors's iShares New York Muni Bond ETF position peaked at $2.59M in Q4 2023.
19 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.