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Money Concepts Capital’s iShares New York Muni Bond ETF NYF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-301
Closed -$15.8K – 2074
2022
Q4 		$15.8K Buy
+301
New +$15.5K ﹤0.01% 1795

Other funds holding NYF

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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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Money Concepts Capital's NYF Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares New York Muni Bond ETF (NYF) in Q1 2023, closing a stake of 301 shares — an estimated $15.8K sold.

Money Concepts Capital first reported a position in NYF in Q4 2022 and held it in 1 quarter. The position peaked at $15.8K in Q4 2022. 105 funds tracked by Wall St. Rank hold NYF as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares New York Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 301 iShares New York Muni Bond ETF shares in Q1 2023, an estimated $15.8K.
  • Money Concepts Capital first reported a position in iShares New York Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's iShares New York Muni Bond ETF position peaked at $15.8K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.