Mayflower Financial Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Mayflower Financial Advisors’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
2022 Q3	–	Sell	-4,161	Closed	-$219K	–	352
2022 Q2	$219K	Hold	4,161	–	–	0.03%	295
2022 Q1	$227K	Hold	4,161	–	–	0.03%	309
2021 Q4	$241K	Hold	4,161	–	–	0.03%	295
2021 Q3	$240K	Hold	4,161	–	–	0.03%	291
2021 Q2	$243K	Hold	4,161	–	–	0.03%	278
2021 Q1	$240K	Hold	4,161	–	–	0.04%	258
2020 Q4	$242K	Buy	+4,161	New	+$240K	0.04%	236

Other funds holding NYF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Mayflower Financial Advisors's NYF Position: Q3 2022 in Review

Mayflower Financial Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q3 2022, closing a stake of 4,161 shares — an estimated $219K sold.

Mayflower Financial Advisors first reported a position in NYF in Q4 2020 and held it in 7 quarters. The position peaked at $243K in Q2 2021. 104 funds tracked by Wall St. Rank hold NYF as of Q3 2022.

Mayflower Financial Advisors reported no remaining iShares New York Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Mayflower Financial Advisors sold 4,161 iShares New York Muni Bond ETF shares in Q3 2022, an estimated $219K.
Mayflower Financial Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2020 and held it in 7 quarters.
Mayflower Financial Advisors's iShares New York Muni Bond ETF position peaked at $243K in Q2 2021.
104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2022.

Based on Mayflower Financial Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.