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Marshall Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Marshall Investment 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
2025
Q2 		– Sell
-112
Closed -$5.9K – 161
2025
Q1 		$5.9K Buy
+112
New +$5.96K ﹤0.01% 179

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HPA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

Marshall Investment Management's NYF Position: Q2 2025 in Review

Marshall Investment Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2025, closing a stake of 112 shares — an estimated $5.9K sold.

Marshall Investment Management first reported a position in NYF in Q1 2025 and held it in 1 quarter. The position peaked at $5.9K in Q1 2025. 174 funds tracked by Wall St. Rank hold NYF as of Q2 2025.

  • Marshall Investment Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 112 iShares New York Muni Bond ETF shares in Q2 2025, an estimated $5.9K.
  • Marshall Investment Management first reported a position in iShares New York Muni Bond ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's iShares New York Muni Bond ETF position peaked at $5.9K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.