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

Northeast 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
2026
Q1 		– Sell
-5,513
Closed -$295K – 97
2025
Q4 		$295K Buy
5,513
+57
+1% +$3.05K 0.07% 78
2025
Q3 		$291K Buy
5,456
+42
+0.8% +$2.2K 0.07% 69
2025
Q2 		$282K Sell
5,414
-565
-9% -$29.4K 0.08% 76
2025
Q1 		$315K Buy
5,979
+28
+0.5% +$1.49K 0.11% 69
2024
Q4 		$317K Buy
5,951
+12
+0.2% +$644 0.12% 68
2024
Q3 		$323K Buy
5,939
+123
+2% +$6.63K 0.12% 63
2024
Q2 		$311K Sell
5,816
-22,778
-80% -$1.21M 0.13% 55
2024
Q1 		$1.54M Buy
28,594
+3,321
+13% +$179K 0.68% 29
2023
Q4 		$1.37M Buy
25,273
+3,198
+14% +$166K 0.67% 30
2023
Q3 		$1.13M Buy
22,075
+3,620
+20% +$190K 0.69% 31
2023
Q2 		$983K Buy
+18,455
New +$983K 0.63% 33

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
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
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northeast Financial Group's NYF Position: Q1 2026 in Review

Northeast Financial Group sold out of iShares New York Muni Bond ETF (NYF) in Q1 2026, closing a stake of 5,513 shares — an estimated $295K sold.

Northeast Financial Group first reported a position in NYF in Q2 2023 and held it in 11 quarters. The position peaked at $1.54M in Q1 2024. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Northeast Financial Group reported no remaining iShares New York Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Northeast Financial Group sold 5,513 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $295K.
  • Northeast Financial Group first reported a position in iShares New York Muni Bond ETF in Q2 2023 and held it in 11 quarters.
  • Northeast Financial Group's iShares New York Muni Bond ETF position peaked at $1.54M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.