Northwestern Mutual Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Northwestern Mutual Wealth 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 Q1	$1.34M	Buy	25,181 +10,683	+74%	+$575K	﹤0.01%	1238
2025 Q4	$776K	Buy	14,498 +3,536	+32%	+$189K	﹤0.01%	1376
2025 Q3	$585K	Buy	10,962 +1,511	+16%	+$79.1K	﹤0.01%	1417
2025 Q2	$493K	Buy	+9,451	New	+$491K	﹤0.01%	1388
2021 Q4	–	Sell	-445	Closed	-$26K	–	3271
2021 Q3	$26K	Buy	445 +195	+78%	+$11.4K	﹤0.01%	2133
2021 Q2	$15K	Sell	250 -73	-23%	-$4.25K	﹤0.01%	2304
2021 Q1	$19K	Buy	+323	New	+$18.8K	﹤0.01%	2073
2017 Q3	–	Sell	-100	Closed	-$6K	–	2227
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	1727
2017 Q1	$6K	Buy	+100	New	+$5.49K	﹤0.01%	1681

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 $6.98B AUM 18.78% 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

Northwestern Mutual Wealth Management's NYF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares New York Muni Bond ETF (NYF) stake by 74% in Q1 2026, buying an estimated $575K and bringing the position to 25,181 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Northwestern Mutual Wealth Management first reported a position in NYF in Q1 2017 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

Northwestern Mutual Wealth Management held 25,181 shares of iShares New York Muni Bond ETF worth $1.34M as of Q1 2026.
Northwestern Mutual Wealth Management bought 10,683 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $575K.
iShares New York Muni Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1238 holding.
Northwestern Mutual Wealth Management first reported a position in iShares New York Muni Bond ETF in Q1 2017 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.