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MassMutual Private Wealth & Trust’s iShares New York Muni Bond ETF NYF Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-4,000
Closed -$213K – 2444
2024
Q4 		$213K Hold
4,000
– – 0.01% 438
2024
Q3 		$217K Hold
4,000
– – 0.01% 394
2024
Q2 		$214K Buy
+4,000
New +$213K 0.01% 389

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's NYF Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares New York Muni Bond ETF (NYF) in Q1 2025, closing a stake of 4,000 shares — an estimated $213K sold.

MassMutual Private Wealth & Trust first reported a position in NYF in Q2 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 173 funds tracked by Wall St. Rank hold NYF as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares New York Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 4,000 iShares New York Muni Bond ETF shares in Q1 2025, an estimated $213K.
  • MassMutual Private Wealth & Trust first reported a position in iShares New York Muni Bond ETF in Q2 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's iShares New York Muni Bond ETF position peaked at $217K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.