MFG
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Magnus Financial Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Magnus Financial Group’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 		$3.06M Buy
56,735
+6,433
+13% +$344K 0.22% 80
2026
Q1 		$2.67M Sell
50,302
-7,833
-13% -$421K 0.22% 83
2025
Q4 		$3.11M Sell
58,135
-2,585
-4% -$138K 0.24% 83
2025
Q3 		$3.24M Buy
60,720
+27,592
+83% +$1.44M 0.26% 79
2025
Q2 		$1.73M Buy
33,128
+8,768
+36% +$456K 0.15% 111
2025
Q1 		$1.28M Buy
24,360
+38
+0.2% +$2.02K 0.12% 132
2024
Q4 		$1.29M Buy
24,322
+4,066
+20% +$218K 0.12% 126
2024
Q3 		$1.1M Buy
20,256
+3,503
+21% +$189K 0.11% 141
2024
Q2 		$894K Sell
16,753
-52
-0.3% -$2.77K 0.1% 147
2024
Q1 		$904K Buy
16,805
+459
+3% +$24.7K 0.11% 137
2023
Q4 		$884K Buy
16,346
+1,988
+14% +$103K 0.12% 128
2023
Q3 		$733K Buy
14,358
+1,904
+15% +$100K 0.11% 137
2023
Q2 		$663K Buy
12,454
+93
+0.8% +$4.96K 0.09% 149
2023
Q1 		$661K Hold
12,361
– – 0.1% 148
2022
Q4 		$648K Sell
12,361
-69,316
-85% -$3.58M 0.11% 140
2022
Q3 		$4.13M Sell
81,677
-8,733
-10% -$460K 0.79% 27
2022
Q2 		$4.76M Buy
90,410
+65,528
+263% +$3.46M 0.87% 25
2022
Q1 		$1.36M Sell
24,882
-1,902
-7% -$107K 0.23% 82
2021
Q4 		$1.55M Buy
+26,784
New +$1.55M 0.29% 60

Other funds holding NYF

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Magnus Financial Group's NYF Position: Q2 2026 in Review

Magnus Financial Group increased its iShares New York Muni Bond ETF (NYF) stake by 13% in Q2 2026, buying an estimated $344K and bringing the position to 56,735 shares worth $3.06M. The position accounts for 0.22% of the portfolio, ranked #80.

Magnus Financial Group first reported a position in NYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.76M in Q2 2022. 40 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Magnus Financial Group held 56,735 shares of iShares New York Muni Bond ETF worth $3.06M as of Q2 2026.
  • Magnus Financial Group bought 6,433 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $344K.
  • iShares New York Muni Bond ETF made up 0.22% of Magnus Financial Group's portfolio in Q2 2026, its #80 holding.
  • Magnus Financial Group first reported a position in iShares New York Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Magnus Financial Group's iShares New York Muni Bond ETF position peaked at $4.76M in Q2 2022.
  • 40 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.