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Martin Worley Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Martin Worley 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
2025
Q2 		$220K Hold
4,211
– – 0.11% 86
2025
Q1 		$222K Hold
4,211
– – 0.13% 76
2024
Q4 		$224K Buy
+4,211
New +$226K 0.14% 79

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SAM
Satovsky Asset Management New York $627M AUM 19.75% 1-Year Est. Return

Martin Worley Group's NYF Position: Q2 2025 in Review

Martin Worley Group held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2025 at 4,211 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #86.

Martin Worley Group first reported a position in NYF in Q4 2024 and has held it in 3 quarters since. The position peaked at $224K in Q4 2024. 175 funds tracked by Wall St. Rank hold NYF as of Q2 2025.

  • Martin Worley Group held 4,211 shares of iShares New York Muni Bond ETF worth $220K as of Q2 2025.
  • Martin Worley Group left its iShares New York Muni Bond ETF share count unchanged in Q2 2025.
  • iShares New York Muni Bond ETF made up 0.11% of Martin Worley Group's portfolio in Q2 2025, its #86 holding.
  • Martin Worley Group first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's iShares New York Muni Bond ETF position peaked at $224K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.