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

Merkkuri Wealth 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
2026
Q2 		– Sell
-90
Closed -$4.8K – 258
2026
Q1 		$4.8K Buy
+90
New +$4.84K ﹤0.01% 269

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HPA
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Merkkuri Wealth Advisors's NYF Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q2 2026, closing a stake of 90 shares — an estimated $4.8K sold.

Merkkuri Wealth Advisors first reported a position in NYF in Q1 2026 and held it in 1 quarter. The position peaked at $4.8K in Q1 2026. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining iShares New York Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 90 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $4.8K.
  • Merkkuri Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's iShares New York Muni Bond ETF position peaked at $4.8K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.