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
2026
Q2 		$651K Buy
+12,075
New +$647K 0.01% 598
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

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Mission Wealth Management's NYF Position: Q2 2026 in Review

Mission Wealth Management opened a new position in iShares New York Muni Bond ETF (NYF) in Q2 2026: 12,075 shares worth $651K. The stake represents 0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in NYF as recently as Q3 2022.

Mission Wealth Management first reported a position in NYF in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.7M in Q3 2021. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Mission Wealth Management held 12,075 shares of iShares New York Muni Bond ETF worth $651K as of Q2 2026.
  • iShares New York Muni Bond ETF was a new Mission Wealth Management position in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #598 holding.
  • Mission Wealth Management first reported a position in iShares New York Muni Bond ETF in Q2 2016 and has held it in 21 quarters since.
  • Mission Wealth Management's iShares New York Muni Bond ETF position peaked at $1.7M in Q3 2021.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.