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

Lido 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
2025
Q1 		– Sell
-18,350
Closed -$977K – 1582
2024
Q4 		$977K Hold
18,350
– – ﹤0.01% 775
2024
Q3 		$997K Hold
18,350
– – 0.01% 711
2024
Q2 		$980K Hold
18,350
– – 0.01% 671
2024
Q1 		$987K Buy
+18,350
New +$989K 0.01% 657
2022
Q2 		– Sell
-6,957
Closed -$379K – 1027
2022
Q1 		$379K Buy
+6,957
New +$391K ﹤0.01% 722

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Lido Advisors's NYF Position: Q1 2025 in Review

Lido Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2025, closing a stake of 18,350 shares — an estimated $977K sold.

Lido Advisors first reported a position in NYF in Q1 2022 and held it in 5 quarters. The position peaked at $997K in Q3 2024. 173 funds tracked by Wall St. Rank hold NYF as of Q1 2025.

  • Lido Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 18,350 iShares New York Muni Bond ETF shares in Q1 2025, an estimated $977K.
  • Lido Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2022 and held it in 5 quarters.
  • Lido Advisors's iShares New York Muni Bond ETF position peaked at $997K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.