Mirsky Financial Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Mirsky Financial 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
2021 Q4	$1.05M	Sell	18,076 -699	-4%	-$40.4K	0.43%	26
2021 Q3	$1.09M	Buy	18,775 +832	+5%	+$48.6K	0.48%	25
2021 Q2	$1.05M	Buy	17,943 +9,321	+108%	+$543K	0.47%	26
2021 Q1	$497K	Sell	8,622 -1,367	-14%	-$79.4K	0.23%	33
2020 Q4	$582K	Sell	9,989 -7,336	-42%	-$423K	0.3%	30
2020 Q3	$995K	Buy	17,325 +204	+1%	+$11.8K	0.56%	27
2020 Q2	$985K	Sell	17,121 -12,897	-43%	-$729K	0.59%	27
2020 Q1	$1.7M	Buy	30,018 +517	+2%	+$29.5K	1.2%	21
2019 Q4	$1.68M	Buy	29,501 +835	+3%	+$47.7K	1.09%	22
2019 Q3	$1.64M	Buy	28,666 +10,950	+62%	+$627K	1.18%	22
2019 Q2	$1.01M	Buy	17,716 +189	+1%	+$10.6K	0.76%	25
2019 Q1	$979K	Buy	17,527 +258	+1%	+$14.2K	0.76%	25
2018 Q4	$946K	Buy	+17,269	New	+$933K	0.83%	21

Other funds holding NYF

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPA

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Mirsky Financial Management's NYF Position: Q4 2021 in Review

Mirsky Financial Management reduced its iShares New York Muni Bond ETF (NYF) stake by 3.7% in Q4 2021, selling an estimated $40.4K and leaving 18,076 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #26.

Mirsky Financial Management first reported a position in NYF in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.7M in Q1 2020. 116 funds tracked by Wall St. Rank hold NYF as of Q4 2021.

Mirsky Financial Management held 18,076 shares of iShares New York Muni Bond ETF worth $1.05M as of Q4 2021.
Mirsky Financial Management sold 699 iShares New York Muni Bond ETF shares in Q4 2021, an estimated $40.4K.
iShares New York Muni Bond ETF made up 0.43% of Mirsky Financial Management's portfolio in Q4 2021, its #26 holding.
Mirsky Financial Management first reported a position in iShares New York Muni Bond ETF in Q4 2018 and has held it in 13 quarters since.
Mirsky Financial Management's iShares New York Muni Bond ETF position peaked at $1.7M in Q1 2020.
116 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.