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

Modera 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 		– Sell
-4,557
Closed -$242K – 666
2026
Q1 		$242K Buy
+4,557
New +$245K ﹤0.01% 578

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FWI
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AA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LEA
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Modera Wealth Management's NYF Position: Q2 2026 in Review

Modera Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2026, closing a stake of 4,557 shares — an estimated $242K sold.

Modera Wealth Management first reported a position in NYF in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Modera Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 4,557 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $242K.
  • Modera Wealth Management first reported a position in iShares New York Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Modera Wealth Management's iShares New York Muni Bond ETF position peaked at $242K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.