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 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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

LifeGoal Wealth Advisors's NYF Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 25% in Q2 2026, selling an estimated $77.2K and leaving 4,317 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #130.

LifeGoal Wealth Advisors first reported a position in NYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $942K in Q3 2025. 88 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

LifeGoal Wealth Advisors held 4,317 shares of iShares New York Muni Bond ETF worth $233K as of Q2 2026.
LifeGoal Wealth Advisors sold 1,441 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $77.2K.
iShares New York Muni Bond ETF made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #130 holding.
LifeGoal Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's iShares New York Muni Bond ETF position peaked at $942K in Q3 2025.
88 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.