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 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Middleton & Co's NYF Position: Q1 2026 in Review

Middleton & Co held its iShares New York Muni Bond ETF (NYF) position steady in Q1 2026 at 3,800 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #163.

Middleton & Co first reported a position in NYF in Q2 2023 and has held it in 10 quarters since. The position peaked at $206K in Q3 2024. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

Middleton & Co held 3,800 shares of iShares New York Muni Bond ETF worth $202K as of Q1 2026.
Middleton & Co left its iShares New York Muni Bond ETF share count unchanged in Q1 2026.
iShares New York Muni Bond ETF made up 0.02% of Middleton & Co's portfolio in Q1 2026, its #163 holding.
Middleton & Co first reported a position in iShares New York Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
Middleton & Co's iShares New York Muni Bond ETF position peaked at $206K in Q3 2024.
211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.