LRWA
NYF icon

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

Long Run 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
2025
Q4 		$565K Buy
10,559
+23
+0.2% +$1.23K 0.11% 75
2025
Q3 		$562K Buy
10,536
+16
+0.2% +$837 0.11% 73
2025
Q2 		$549K Buy
10,520
+16
+0.2% +$832 0.12% 75
2025
Q1 		$553K Buy
+10,504
New +$559K 0.13% 74

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 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
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Long Run Wealth Advisors's NYF Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 0.22% in Q4 2025, buying an estimated $1.23K and bringing the position to 10,559 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #75.

Long Run Wealth Advisors first reported a position in NYF in Q1 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold NYF as of Q4 2025.

  • Long Run Wealth Advisors held 10,559 shares of iShares New York Muni Bond ETF worth $565K as of Q4 2025.
  • Long Run Wealth Advisors bought 23 iShares New York Muni Bond ETF shares in Q4 2025, an estimated $1.23K.
  • iShares New York Muni Bond ETF made up 0.11% of Long Run Wealth Advisors's portfolio in Q4 2025, its #75 holding.
  • Long Run Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.