MWM
NYF icon

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

Mission 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
2022
Q4 		– Sell
-15,904
Closed -$805K – 542
2022
Q3 		$805K Sell
15,904
-1,221
-7% -$64.3K 0.04% 216
2022
Q2 		$901K Sell
17,125
-16
-0.1% -$846 0.05% 208
2022
Q1 		$935K Sell
17,141
-12,117
-41% -$681K 0.04% 212
2021
Q4 		$1.7M Sell
29,258
-110
-0.4% -$6.36K 0.08% 129
2021
Q3 		$1.7M Buy
29,368
+1,454
+5% +$84.9K 0.09% 120
2021
Q2 		$1.63M Buy
27,914
+4,400
+19% +$256K 0.09% 114
2021
Q1 		$1.36M Sell
23,514
-650
-3% -$37.7K 0.08% 118
2020
Q4 		$1.41M Buy
24,164
+1,486
+7% +$85.6K 0.09% 108
2020
Q3 		$1.3M Buy
+22,678
New +$1.31M 0.1% 98
2019
Q2 		– Sell
-10,380
Closed -$580K – 329
2019
Q1 		$580K Sell
10,380
-150
-1% -$8.27K 0.07% 149
2018
Q4 		$577K Sell
10,530
-550
-5% -$29.7K 0.08% 134
2018
Q3 		$602K Buy
11,080
+30
+0.3% +$1.64K 0.08% 131
2018
Q2 		$606K Buy
11,050
+150
+1% +$8.19K 0.09% 118
2018
Q1 		$597K Buy
10,900
+6,480
+147% +$356K 0.1% 101
2017
Q4 		$247K Buy
4,420
+310
+8% +$17.3K 0.04% 182
2017
Q3 		$230K Sell
4,110
-810
-16% -$45.4K 0.04% 169
2017
Q2 		$274K Sell
4,920
-470
-9% -$26.2K 0.05% 140
2017
Q1 		$297K Buy
5,390
+80
+2% +$4.39K 0.06% 133
2016
Q4 		$289K Buy
+5,310
New +$294K 0.06% 133
2016
Q3 		– Sell
-3,720
Closed -$214K – 167
2016
Q2 		$214K Buy
+3,720
New +$212K 0.06% 144

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mission Wealth Management's NYF Position: Q4 2022 in Review

Mission Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q4 2022, closing a stake of 15,904 shares — an estimated $805K sold.

Mission Wealth Management first reported a position in NYF in Q2 2016 and held it in 20 quarters. The position peaked at $1.7M in Q3 2021. 104 funds tracked by Wall St. Rank hold NYF as of Q4 2022.

  • Mission Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Mission Wealth Management sold 15,904 iShares New York Muni Bond ETF shares in Q4 2022, an estimated $805K.
  • Mission Wealth Management first reported a position in iShares New York Muni Bond ETF in Q2 2016 and held it in 20 quarters.
  • Mission Wealth Management's iShares New York Muni Bond ETF position peaked at $1.7M in Q3 2021.
  • 104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2022.

Based on Mission Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.