MYeCFO’s iShares New York Muni Bond ETF NYF Stock Holding History

MYeCFO’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 Q3	$5.53M	Sell	109,390 -3,340	-3%	-$176K	2.08%	10
2026 Q2	$6.08M	Sell	112,730 -6,800	-6%	-$364K	2.29%	10
2026 Q1	$6.35M	Sell	119,530 -5,760	-5%	-$310K	2.66%	9
2025 Q4	$6.7M	Sell	125,290 -2,300	-2%	-$123K	2.85%	9
2025 Q3	$6.81M	Sell	127,590 -3,044	-2%	-$159K	3.1%	8
2025 Q2	$6.81M	Sell	130,634 -4,396	-3%	-$229K	3.34%	7
2025 Q1	$7.11M	Buy	135,030 +710	+0.5%	+$37.8K	3.76%	6
2024 Q4	$7.15M	Sell	134,320 -1,760	-1%	-$94.5K	3.86%	6
2024 Q3	$7.39M	Buy	136,080 +5,740	+4%	+$309K	4.01%	6
2024 Q2	$6.96M	Buy	130,340 +72,068	+124%	+$3.84M	4.01%	6
2024 Q1	$3.59M	Buy	58,272 +27,210	+88%	+$1.47M	2.11%	10
2023 Q4	$1.68M	Buy	31,062 +4,994	+19%	+$260K	1.06%	21
2023 Q3	$1.33M	Buy	26,068 +1,250	+5%	+$65.7K	0.92%	24
2023 Q2	$1.32M	Buy	24,818 +7,428	+43%	+$396K	0.96%	20
2023 Q1	$931K	Buy	17,390 +2,445	+16%	+$130K	0.7%	25
2022 Q4	$783K	Buy	+14,945	New	+$771K	0.64%	25

Other funds holding NYF

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

MYeCFO's NYF Position: Q3 2026 in Review

MYeCFO reduced its iShares New York Muni Bond ETF (NYF) stake by 3% in Q3 2026, selling an estimated $176K and leaving 109,390 shares worth $5.53M. The position accounts for 2.08% of the portfolio, ranked #10.

MYeCFO first reported a position in NYF in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.39M in Q3 2024. 37 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

MYeCFO held 109,390 shares of iShares New York Muni Bond ETF worth $5.53M as of Q3 2026.
MYeCFO sold 3,340 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $176K.
iShares New York Muni Bond ETF made up 2.08% of MYeCFO's portfolio in Q3 2026, its #10 holding.
MYeCFO first reported a position in iShares New York Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
MYeCFO's iShares New York Muni Bond ETF position peaked at $7.39M in Q3 2024.
37 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.