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

Lifeworks 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
2024
Q4 		– Sell
-3,909
Closed -$212K – 319
2024
Q3 		$212K Buy
+3,909
New +$211K 0.04% 283

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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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 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 $5.77B AUM 14.56% 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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Lifeworks Advisors's NYF Position: Q4 2024 in Review

Lifeworks Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q4 2024, closing a stake of 3,909 shares — an estimated $212K sold.

Lifeworks Advisors first reported a position in NYF in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 170 funds tracked by Wall St. Rank hold NYF as of Q4 2024.

  • Lifeworks Advisors reported no remaining iShares New York Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 3,909 iShares New York Muni Bond ETF shares in Q4 2024, an estimated $212K.
  • Lifeworks Advisors first reported a position in iShares New York Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Lifeworks Advisors's iShares New York Muni Bond ETF position peaked at $212K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2024.

Based on Lifeworks Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.