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LMCG Investments’s iShares New York Muni Bond ETF NYF Stock Holding History

LMCG Investments’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
-4,000
Closed -$213K – 236
2024
Q4 		$213K Buy
+4,000
New +$215K 0.01% 228

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TIAA Trust, National Association
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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 $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
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

LMCG Investments's NYF Position: Q1 2025 in Review

LMCG Investments sold out of iShares New York Muni Bond ETF (NYF) in Q1 2025, closing a stake of 4,000 shares — an estimated $213K sold.

LMCG Investments first reported a position in NYF in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 173 funds tracked by Wall St. Rank hold NYF as of Q1 2025.

  • LMCG Investments reported no remaining iShares New York Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • LMCG Investments sold 4,000 iShares New York Muni Bond ETF shares in Q1 2025, an estimated $213K.
  • LMCG Investments first reported a position in iShares New York Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • LMCG Investments's iShares New York Muni Bond ETF position peaked at $213K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2025.

Based on LMCG Investments's 13F filing for Q1 2025, filed 10 Apr 2025.