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

NewEdge Wealth’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 Q1	$2.4M	Sell	45,135 -869	-2%	-$46.7K	0.03%	378
2025 Q4	$2.46M	Buy	46,004 +4,058	+10%	+$217K	0.03%	399
2025 Q3	$2.25M	Hold	41,946	–	–	0.03%	370
2025 Q2	$2.18M	Sell	41,946 -3,834	-8%	-$199K	0.03%	362
2025 Q1	$2.41M	Buy	45,780 +8,600	+23%	+$458K	0.04%	316
2024 Q4	$1.98M	Hold	37,180	–	–	0.03%	361
2024 Q3	$2.02M	Buy	37,180 +994	+3%	+$53.6K	0.04%	347
2024 Q2	$1.93M	Sell	36,186 -5,525	-13%	-$294K	0.04%	330
2024 Q1	$2.22M	Buy	41,711 +6,131	+17%	+$331K	0.05%	310
2023 Q4	$1.92M	Buy	+35,580	New	+$1.85M	0.05%	305

Other funds holding NYF

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

NewEdge Wealth's NYF Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares New York Muni Bond ETF (NYF) stake by 1.9% in Q1 2026, selling an estimated $46.7K and leaving 45,135 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #378.

NewEdge Wealth first reported a position in NYF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

NewEdge Wealth held 45,135 shares of iShares New York Muni Bond ETF worth $2.4M as of Q1 2026.
NewEdge Wealth sold 869 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $46.7K.
iShares New York Muni Bond ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #378 holding.
NewEdge Wealth first reported a position in iShares New York Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
NewEdge Wealth's iShares New York Muni Bond ETF position peaked at $2.46M in Q4 2025.
210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.