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MPWM Advisory Solutions’s iShares New York Muni Bond ETF NYF Stock Holding History

MPWM Advisory Solutions’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
2025
Q3 		– Sell
-430
Closed -$22.4K – 535
2025
Q2 		$22.4K Hold
430
– – 0.01% 226
2025
Q1 		$22.6K Hold
430
– – 0.02% 220
2024
Q4 		$22.9K Buy
+430
New +$23.1K 0.02% 225

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FWI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
SAM
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MMA
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MPWM Advisory Solutions's NYF Position: Q3 2025 in Review

MPWM Advisory Solutions sold out of iShares New York Muni Bond ETF (NYF) in Q3 2025, closing a stake of 430 shares — an estimated $22.4K sold.

MPWM Advisory Solutions first reported a position in NYF in Q4 2024 and held it in 3 quarters. The position peaked at $22.9K in Q4 2024. 174 funds tracked by Wall St. Rank hold NYF as of Q3 2025.

  • MPWM Advisory Solutions reported no remaining iShares New York Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 430 iShares New York Muni Bond ETF shares in Q3 2025, an estimated $22.4K.
  • MPWM Advisory Solutions first reported a position in iShares New York Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • MPWM Advisory Solutions's iShares New York Muni Bond ETF position peaked at $22.9K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2025.

Based on MPWM Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.