OIA
NYF icon

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

OneDigital Investment 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
Q1 		$271K Buy
5,107
+325
+7% +$17.5K ﹤0.01% 1238
2025
Q4 		$256K Hold
4,782
– – ﹤0.01% 1304
2025
Q3 		$255K Hold
4,782
– – ﹤0.01% 1284
2025
Q2 		$249K Hold
4,782
– – ﹤0.01% 1269
2025
Q1 		$252K Buy
4,782
+130
+3% +$6.92K ﹤0.01% 1205
2024
Q4 		$248K Sell
4,652
-5,177
-53% -$278K ﹤0.01% 1225
2024
Q3 		$534K Sell
9,829
-1,139
-10% -$61.4K 0.01% 911
2024
Q2 		$586K Buy
10,968
+43
+0.4% +$2.29K 0.01% 833
2024
Q1 		$588K Sell
10,925
-1,785
-14% -$96.2K 0.01% 682
2023
Q4 		$687K Sell
12,710
-490
-4% -$25.5K 0.01% 599
2023
Q3 		$674K Sell
13,200
-210
-2% -$11K 0.01% 543
2023
Q2 		$714K Sell
13,410
-3,208
-19% -$171K 0.02% 505
2023
Q1 		$889K Sell
16,618
-183
-1% -$9.71K 0.02% 422
2022
Q4 		$880K Buy
16,801
+1,692
+11% +$87.3K 0.03% 380
2022
Q3 		$764K Buy
15,109
+31
+0.2% +$1.63K 0.03% 356
2022
Q2 		$793K Buy
15,078
+799
+6% +$42.2K 0.03% 305
2022
Q1 		$779K Buy
14,279
+1,833
+15% +$103K 0.03% 330
2021
Q4 		$721K Buy
12,446
+1,777
+17% +$103K 0.03% 343
2021
Q3 		$617K Buy
10,669
+271
+3% +$15.8K 0.02% 369
2021
Q2 		$608K Sell
10,398
-44
-0.4% -$2.56K 0.03% 359
2021
Q1 		$602K Buy
10,442
+1,891
+22% +$110K 0.03% 342
2020
Q4 		$498K Buy
8,551
+21
+0.2% +$1.21K 0.03% 358
2020
Q3 		$490K Buy
8,530
+509
+6% +$29.4K 0.03% 312
2020
Q2 		$461K Sell
8,021
-1,037
-11% -$58.6K 0.03% 329
2020
Q1 		$512K Buy
9,058
+233
+3% +$13.3K 0.05% 276
2019
Q4 		$503K Buy
8,825
+134
+2% +$7.65K 0.04% 298
2019
Q3 		$497K Sell
8,691
-6,733
-44% -$386K 0.04% 276
2019
Q2 		$876K Buy
15,424
+10,216
+196% +$575K 0.07% 170
2019
Q1 		$291K Buy
5,208
+4,204
+419% +$232K 0.04% 233
2018
Q4 		$55K Buy
+1,004
New +$54.3K 0.01% 437

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 $6.98B AUM 18.78% 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

OneDigital Investment Advisors's NYF Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 6.8% in Q1 2026, buying an estimated $17.5K and bringing the position to 5,107 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

OneDigital Investment Advisors first reported a position in NYF in Q4 2018 and has held it in 30 quarters since. The position peaked at $889K in Q1 2023. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • OneDigital Investment Advisors held 5,107 shares of iShares New York Muni Bond ETF worth $271K as of Q1 2026.
  • OneDigital Investment Advisors bought 325 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $17.5K.
  • iShares New York Muni Bond ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1238 holding.
  • OneDigital Investment Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • OneDigital Investment Advisors's iShares New York Muni Bond ETF position peaked at $889K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.