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

LifeGoal Wealth 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 		$837K Buy
16,560
+12,243
+284% +$643K 0.26% 56
2026
Q2 		$233K Sell
4,317
-1,441
-25% -$77.2K 0.11% 130
2026
Q1 		$306K Sell
5,758
-11,621
-67% -$625K 0.18% 77
2025
Q4 		$59.9K Sell
17,379
-279
-2% -$14.9K 0.04% 75
2025
Q3 		$942K Buy
17,658
+148
+0.8% +$7.75K 0.78% 29
2025
Q2 		$913K Buy
17,510
+1,352
+8% +$70.3K 0.87% 26
2025
Q1 		$851K Buy
16,158
+77
+0.5% +$4.1K 0.92% 28
2024
Q4 		$856K Buy
+16,081
New +$864K 0.93% 30

Other funds holding NYF

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifeGoal Wealth Advisors's NYF Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 284% in Q3 2026, buying an estimated $643K and bringing the position to 16,560 shares worth $837K. The position accounts for 0.26% of the portfolio, ranked #56.

LifeGoal Wealth Advisors first reported a position in NYF in Q4 2024 and has held it in 8 quarters since. The position peaked at $942K in Q3 2025. 8 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

  • LifeGoal Wealth Advisors held 16,560 shares of iShares New York Muni Bond ETF worth $837K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 12,243 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $643K.
  • iShares New York Muni Bond ETF made up 0.26% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • LifeGoal Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • LifeGoal Wealth Advisors's iShares New York Muni Bond ETF position peaked at $942K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.