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Note Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Note Advisors’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 		$5.42M Buy
100,569
+4,224
+4% +$226K 2.35% 9
2026
Q1 		$5.12M Buy
96,345
+1,741
+2% +$93.6K 2.56% 9
2025
Q4 		$5.08M Buy
94,604
+16,601
+21% +$889K 2.61% 9
2025
Q3 		$4.16M Buy
78,003
+23,375
+43% +$1.22M 2.47% 10
2025
Q2 		$2.85M Buy
54,628
+2,724
+5% +$142K 1.97% 11
2025
Q1 		$2.73M Buy
51,904
+1,467
+3% +$78.1K 2.26% 11
2024
Q4 		$2.68M Buy
+50,437
New +$2.71M 2.38% 9

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Note Advisors's NYF Position: Q2 2026 in Review

Note Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 4.4% in Q2 2026, buying an estimated $226K and bringing the position to 100,569 shares worth $5.42M. The position accounts for 2.35% of the portfolio, ranked #9.

Note Advisors first reported a position in NYF in Q4 2024 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Note Advisors held 100,569 shares of iShares New York Muni Bond ETF worth $5.42M as of Q2 2026.
  • Note Advisors bought 4,224 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $226K.
  • iShares New York Muni Bond ETF made up 2.35% of Note Advisors's portfolio in Q2 2026, its #9 holding.
  • Note Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.