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MBL Wealth’s iShares New York Muni Bond ETF NYF Stock Holding History

MBL Wealth’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
-5,000
Closed -$263K – 249
2025
Q1 		$263K Sell
5,000
-1,200
-19% -$63.9K 0.03% 192
2024
Q4 		$330K Hold
6,200
– – 0.03% 165
2024
Q3 		$337K Hold
6,200
– – 0.04% 156
2024
Q2 		$331K Hold
6,200
– – 0.04% 153
2024
Q1 		$334K Hold
6,200
– – 0.04% 146
2023
Q4 		$335K Hold
6,200
– – 0.04% 134
2023
Q3 		$316K Buy
6,200
+500
+9% +$26.3K 0.04% 137
2023
Q2 		$304K Buy
+5,700
New +$304K 0.04% 132
2021
Q1 		$202K Hold
3,500
– – 0.07% 148
2020
Q4 		$205K Buy
+3,500
New +$202K 0.08% 119

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
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

MBL Wealth's NYF Position: Q2 2025 in Review

MBL Wealth sold out of iShares New York Muni Bond ETF (NYF) in Q2 2025, closing a stake of 5,000 shares — an estimated $263K sold.

MBL Wealth first reported a position in NYF in Q4 2020 and held it in 10 quarters. The position peaked at $337K in Q3 2024. 174 funds tracked by Wall St. Rank hold NYF as of Q2 2025.

  • MBL Wealth reported no remaining iShares New York Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MBL Wealth sold 5,000 iShares New York Muni Bond ETF shares in Q2 2025, an estimated $263K.
  • MBL Wealth first reported a position in iShares New York Muni Bond ETF in Q4 2020 and held it in 10 quarters.
  • MBL Wealth's iShares New York Muni Bond ETF position peaked at $337K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2025.

Based on MBL Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.