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

Merriman Wealth Management’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
2024 Q4	$348K	Buy	6,531 +82	+1%	+$4.4K	0.01%	156
2024 Q3	$350K	Sell	6,449 -103	-2%	-$5.55K	0.01%	166
2024 Q2	$350K	Buy	6,552 +78	+1%	+$4.16K	0.02%	160
2024 Q1	$348K	Buy	6,474 +441	+7%	+$23.8K	0.02%	156
2023 Q4	$326K	Sell	6,033 -18,871	-76%	-$982K	0.02%	153
2023 Q3	$1.27M	Buy	24,904 +78	+0.3%	+$4.1K	0.07%	69
2023 Q2	$1.32M	Sell	24,826 -1,832	-7%	-$97.6K	0.07%	87
2023 Q1	$1.43M	Buy	26,658 +467	+2%	+$24.8K	0.07%	74
2022 Q4	$1.37M	Buy	+26,191	New	+$1.35M	0.07%	78

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Merriman Wealth Management's NYF Position: Q4 2024 in Review

Merriman Wealth Management increased its iShares New York Muni Bond ETF (NYF) stake by 1.3% in Q4 2024, buying an estimated $4.4K and bringing the position to 6,531 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #156.

Merriman Wealth Management first reported a position in NYF in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.43M in Q1 2023. 171 funds tracked by Wall St. Rank hold NYF as of Q4 2024.

Merriman Wealth Management held 6,531 shares of iShares New York Muni Bond ETF worth $348K as of Q4 2024.
Merriman Wealth Management bought 82 iShares New York Muni Bond ETF shares in Q4 2024, an estimated $4.4K.
iShares New York Muni Bond ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #156 holding.
Merriman Wealth Management first reported a position in iShares New York Muni Bond ETF in Q4 2022 and has held it in 9 quarters since.
Merriman Wealth Management's iShares New York Muni Bond ETF position peaked at $1.43M in Q1 2023.
171 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.