Middleton & Co’s iShares New York Muni Bond ETF NYF Stock Holding History

Middleton & Co’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 Q3	–	Sell	-3,800	Closed	-$205K	–	170
2026 Q2	$205K	Hold	3,800	–	–	0.02%	166
2026 Q1	$202K	Hold	3,800	–	–	0.02%	163
2025 Q4	$203K	Hold	3,800	–	–	0.02%	162
2025 Q3	$203K	Buy	+3,800	New	+$199K	0.02%	165
2025 Q2	–	Sell	-3,800	Closed	-$200K	–	165
2025 Q1	$200K	Hold	3,800	–	–	0.02%	155
2024 Q4	$202K	Hold	3,800	–	–	0.02%	156
2024 Q3	$206K	Hold	3,800	–	–	0.02%	165
2024 Q2	$203K	Hold	3,800	–	–	0.02%	162
2024 Q1	$204K	Hold	3,800	–	–	0.02%	165
2023 Q4	$206K	Buy	+3,800	New	+$198K	0.03%	153
2023 Q3	–	Sell	-3,800	Closed	-$202K	–	153
2023 Q2	$202K	Buy	+3,800	New	+$202K	0.03%	152

Other funds holding NYF

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Middleton & Co's NYF Position: Q3 2026 in Review

Middleton & Co sold out of iShares New York Muni Bond ETF (NYF) in Q3 2026, closing a stake of 3,800 shares — an estimated $205K sold.

Middleton & Co first reported a position in NYF in Q2 2023 and held it in 11 quarters. The position peaked at $206K in Q3 2024. 73 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

Middleton & Co reported no remaining iShares New York Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Middleton & Co sold 3,800 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $205K.
Middleton & Co first reported a position in iShares New York Muni Bond ETF in Q2 2023 and held it in 11 quarters.
Middleton & Co's iShares New York Muni Bond ETF position peaked at $206K in Q3 2024.
73 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.