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McNamara Financial Services’s iShares New York Muni Bond ETF NYF Stock Holding History

McNamara Financial Services’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
2026
Q2 		$626K Buy
11,609
+272
+2% +$14.6K 0.11% 59
2026
Q1 		$602K Hold
11,337
– – 0.11% 55
2025
Q4 		$607K Hold
11,337
– – 0.12% 55
2025
Q3 		$605K Buy
11,337
+1,123
+11% +$58.8K 0.11% 52
2025
Q2 		$533K Hold
10,214
– – 0.11% 54
2025
Q1 		$538K Buy
10,214
+191
+2% +$10.2K 0.12% 49
2024
Q4 		$533K Sell
10,023
-3,087
-24% -$166K 0.13% 38
2024
Q3 		$712K Buy
13,110
+31
+0.2% +$1.67K 0.14% 38
2024
Q2 		$698K Buy
13,079
+93
+0.7% +$4.95K 0.15% 34
2024
Q1 		$699K Buy
12,986
+137
+1% +$7.39K 0.15% 35
2023
Q4 		$695K Sell
12,849
-7,839
-38% -$408K 0.16% 33
2023
Q3 		$1.06M Buy
20,688
+668
+3% +$35.1K 0.26% 25
2023
Q2 		$1.06M Buy
20,020
+2,161
+12% +$115K 0.25% 25
2023
Q1 		$956K Buy
17,859
+1,176
+7% +$62.4K 0.24% 25
2022
Q4 		$874K Hold
16,683
– – 0.23% 26
2022
Q3 		$844K Hold
16,683
– – 0.24% 26
2022
Q2 		$878K Buy
+16,683
New +$882K 0.25% 25

Other funds holding NYF

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

McNamara Financial Services's NYF Position: Q2 2026 in Review

McNamara Financial Services increased its iShares New York Muni Bond ETF (NYF) stake by 2.4% in Q2 2026, buying an estimated $14.6K and bringing the position to 11,609 shares worth $626K. The position accounts for 0.11% of the portfolio, ranked #59.

McNamara Financial Services first reported a position in NYF in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q2 2023. 56 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • McNamara Financial Services held 11,609 shares of iShares New York Muni Bond ETF worth $626K as of Q2 2026.
  • McNamara Financial Services bought 272 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $14.6K.
  • iShares New York Muni Bond ETF made up 0.11% of McNamara Financial Services's portfolio in Q2 2026, its #59 holding.
  • McNamara Financial Services first reported a position in iShares New York Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • McNamara Financial Services's iShares New York Muni Bond ETF position peaked at $1.06M in Q2 2023.
  • 56 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.