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

LVW 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 		$343K Hold
6,369
– – 0.03% 320
2026
Q1 		$338K Buy
6,369
+2,588
+68% +$139K 0.03% 299
2025
Q4 		$202K Buy
+3,781
New +$203K 0.02% 332

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

LVW Advisors's NYF Position: Q2 2026 in Review

LVW Advisors held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 6,369 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #320.

LVW Advisors first reported a position in NYF in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • LVW Advisors held 6,369 shares of iShares New York Muni Bond ETF worth $343K as of Q2 2026.
  • LVW Advisors left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #320 holding.
  • LVW Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.