LPL Financial
NYM

LPL Financial’s AB New York Intermediate Municipal ETF NYM Stock Holding History

LPL Financial’s Portfolio NYM Stock Details NYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Buy
127,395
+24,609
+24% +$616K ﹤0.01% 3241
2026
Q1 		$2.56M Buy
102,786
+11,516
+13% +$289K ﹤0.01% 3263
2025
Q4 		$2.28M Buy
+91,270
New +$2.28M ﹤0.01% 3276

Other funds holding NYM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's NYM Position: Q2 2026 in Review

LPL Financial increased its AB New York Intermediate Municipal ETF (NYM) stake by 24% in Q2 2026, buying an estimated $616K and bringing the position to 127,395 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

LPL Financial first reported a position in NYM in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold NYM as of Q2 2026.

  • LPL Financial held 127,395 shares of AB New York Intermediate Municipal ETF worth $3.2M as of Q2 2026.
  • LPL Financial bought 24,609 AB New York Intermediate Municipal ETF shares in Q2 2026, an estimated $616K.
  • AB New York Intermediate Municipal ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3241 holding.
  • LPL Financial first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.