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MAI Capital Management’s iShares New York Muni Bond ETF NYF Stock Holding History

MAI Capital Management’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
Q1 		$233K Hold
4,385
– – ﹤0.01% 1388
2025
Q4 		$235K Hold
4,385
– – ﹤0.01% 1255
2025
Q3 		$234K Buy
+4,385
New +$230K ﹤0.01% 1215
2025
Q1 		– Sell
-3,459
Closed -$184K – 3527
2024
Q4 		$184K Buy
+3,459
New +$186K ﹤0.01% 1169

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
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
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

MAI Capital Management's NYF Position: Q1 2026 in Review

MAI Capital Management held its iShares New York Muni Bond ETF (NYF) position steady in Q1 2026 at 4,385 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

MAI Capital Management first reported a position in NYF in Q4 2024 and has held it in 4 quarters since. The position peaked at $235K in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • MAI Capital Management held 4,385 shares of iShares New York Muni Bond ETF worth $233K as of Q1 2026.
  • MAI Capital Management left its iShares New York Muni Bond ETF share count unchanged in Q1 2026.
  • iShares New York Muni Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1388 holding.
  • MAI Capital Management first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • MAI Capital Management's iShares New York Muni Bond ETF position peaked at $235K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.