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North Star Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

North Star Investment Management’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
Q2 		$213K Buy
3,960
+10
+0.3% +$535 0.01% 509
2026
Q1 		$210K Buy
3,950
+1,900
+93% +$102K 0.01% 497
2025
Q4 		$110K Sell
2,050
-5,000
-71% -$268K 0.01% 534
2025
Q3 		$376K Hold
7,050
– – 0.02% 347
2025
Q2 		$368K Hold
7,050
– – 0.03% 337
2025
Q1 		$371K Hold
7,050
– – 0.03% 343
2024
Q4 		$375K Hold
7,050
– – 0.03% 346
2024
Q3 		$383K Sell
7,050
-150
-2% -$8.09K 0.03% 350
2024
Q2 		$384K Sell
7,200
-4,750
-40% -$253K 0.03% 351
2024
Q1 		$643K Hold
11,950
– – 0.05% 298
2023
Q4 		$646K Hold
11,950
– – 0.05% 294
2023
Q3 		$610K Hold
11,950
– – 0.05% 298
2023
Q2 		$636K Hold
11,950
– – 0.05% 306
2023
Q1 		$639K Hold
11,950
– – 0.05% 311
2022
Q4 		$626K Hold
11,950
– – 0.06% 309
2022
Q3 		$605K Sell
11,950
-4,000
-25% -$210K 0.06% 269
2022
Q2 		$839K Hold
15,950
– – 0.08% 233
2022
Q1 		$870K Hold
15,950
– – 0.07% 248
2021
Q4 		$924K Hold
15,950
– – 0.06% 239
2021
Q3 		$923K Buy
15,950
+1,000
+7% +$58.4K 0.07% 225
2021
Q2 		$874K Buy
14,950
+750
+5% +$43.7K 0.07% 238
2021
Q1 		$819K Buy
14,200
+1,000
+8% +$58.1K 0.08% 228
2020
Q4 		$769K Buy
13,200
+2,000
+18% +$115K 0.08% 221
2020
Q3 		$643K Buy
11,200
+1,400
+14% +$80.9K 0.08% 216
2020
Q2 		$564K Buy
9,800
+1,000
+11% +$56.6K 0.07% 223
2020
Q1 		$497K Hold
8,800
– – 0.07% 214
2019
Q4 		$502K Hold
8,800
– – 0.05% 267
2019
Q3 		$504K Hold
8,800
– – 0.06% 265
2019
Q2 		$500K Hold
8,800
– – 0.06% 278
2019
Q1 		$491K Hold
8,800
– – 0.06% 276
2018
Q4 		$482K Hold
8,800
– – 0.06% 251
2018
Q3 		$478K Hold
8,800
– – 0.05% 264
2018
Q2 		$482K Hold
8,800
– – 0.06% 263
2018
Q1 		$482K Hold
8,800
– – 0.06% 264
2017
Q4 		$491K Hold
8,800
– – 0.06% 257
2017
Q3 		$493K Hold
8,800
– – 0.06% 255
2017
Q2 		$491K Hold
8,800
– – 0.07% 255
2017
Q1 		$485K Hold
8,800
– – 0.07% 248
2016
Q4 		$479K Buy
8,800
+400
+5% +$22.1K 0.07% 237
2016
Q3 		$479K Hold
8,400
– – 0.09% 215
2016
Q2 		$484K Buy
8,400
+800
+11% +$45.5K 0.09% 211
2016
Q1 		$429K Hold
7,600
– – 0.08% 222
2015
Q4 		$425K Buy
7,600
+2,000
+36% +$111K 0.08% 225
2015
Q3 		$310K Buy
5,600
+1,000
+22% +$55.1K 0.06% 247
2015
Q2 		$252K Buy
+4,600
New +$254K 0.05% 265

Other funds holding NYF

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

North Star Investment Management's NYF Position: Q2 2026 in Review

North Star Investment Management increased its iShares New York Muni Bond ETF (NYF) stake by 0.25% in Q2 2026, buying an estimated $535 and bringing the position to 3,960 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #509.

North Star Investment Management first reported a position in NYF in Q2 2015 and has held it in 45 quarters since. The position peaked at $924K in Q4 2021. 74 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • North Star Investment Management held 3,960 shares of iShares New York Muni Bond ETF worth $213K as of Q2 2026.
  • North Star Investment Management bought 10 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $535.
  • iShares New York Muni Bond ETF made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #509 holding.
  • North Star Investment Management first reported a position in iShares New York Muni Bond ETF in Q2 2015 and has held it in 45 quarters since.
  • North Star Investment Management's iShares New York Muni Bond ETF position peaked at $924K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.