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New Century Financial Group’s iShares New York Muni Bond ETF NYF Stock Holding History

New Century Financial Group’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
Q1 		– Sell
-5,501
Closed -$293K – 260
2024
Q4 		$293K Buy
5,501
+40
+0.7% +$2.15K 0.12% 218
2024
Q3 		$297K Buy
5,461
+378
+7% +$20.4K 0.11% 233
2024
Q2 		$271K Buy
+5,083
New +$271K 0.12% 214

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Bank of America
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

New Century Financial Group's NYF Position: Q1 2025 in Review

New Century Financial Group sold out of iShares New York Muni Bond ETF (NYF) in Q1 2025, closing a stake of 5,501 shares — an estimated $293K sold.

New Century Financial Group first reported a position in NYF in Q2 2024 and held it in 3 quarters. The position peaked at $297K in Q3 2024. 173 funds tracked by Wall St. Rank hold NYF as of Q1 2025.

  • New Century Financial Group reported no remaining iShares New York Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 5,501 iShares New York Muni Bond ETF shares in Q1 2025, an estimated $293K.
  • New Century Financial Group first reported a position in iShares New York Muni Bond ETF in Q2 2024 and held it in 3 quarters.
  • New Century Financial Group's iShares New York Muni Bond ETF position peaked at $297K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.