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

Next 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
2021 Q4	$32K	Buy	558 +10	+2%	+$578	﹤0.01%	1692
2021 Q3	$32K	Buy	548 +112	+26%	+$6.54K	﹤0.01%	1612
2021 Q2	$25K	Sell	436 -464	-52%	-$27K	﹤0.01%	1670
2021 Q1	$52K	Buy	900 +348	+63%	+$20.2K	﹤0.01%	1264
2020 Q4	$32K	Buy	552 +536	+3,350%	+$30.9K	﹤0.01%	1356
2020 Q3	$1K	Buy	+16	New	+$924	﹤0.01%	2123

Other funds holding NYF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Next Financial Group's NYF Position: Q4 2021 in Review

Next Financial Group increased its iShares New York Muni Bond ETF (NYF) stake by 1.8% in Q4 2021, buying an estimated $578 and bringing the position to 558 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Next Financial Group first reported a position in NYF in Q3 2020 and has held it in 6 quarters since. The position peaked at $52K in Q1 2021. 116 funds tracked by Wall St. Rank hold NYF as of Q4 2021.

Next Financial Group held 558 shares of iShares New York Muni Bond ETF worth $32K as of Q4 2021.
Next Financial Group bought 10 iShares New York Muni Bond ETF shares in Q4 2021, an estimated $578.
iShares New York Muni Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1692 holding.
Next Financial Group first reported a position in iShares New York Muni Bond ETF in Q3 2020 and has held it in 6 quarters since.
Next Financial Group's iShares New York Muni Bond ETF position peaked at $52K in Q1 2021.
116 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.