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

Opal Wealth 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
Q3 		$594K Buy
11,749
+1,876
+19% +$98.6K 0.12% 87
2026
Q2 		$532K Buy
9,873
+3,722
+61% +$199K 0.11% 92
2026
Q1 		$327K Sell
6,151
-33,441
-84% -$1.8M 0.07% 137
2025
Q4 		$2.12M Buy
39,592
+22,804
+136% +$1.22M 0.55% 27
2025
Q3 		$896K Buy
16,788
+1,755
+12% +$91.9K 0.25% 50
2025
Q2 		$784K Buy
15,033
+1,193
+9% +$62K 0.22% 53
2025
Q1 		$729K Sell
13,840
-131,757
-90% -$7.01M 0.22% 52
2024
Q4 		$7.75M Sell
145,597
-18,128
-11% -$974K 2.33% 9
2024
Q3 		$8.9M Sell
163,725
-935
-0.6% -$50.4K 2.79% 8
2024
Q2 		$8.79M Sell
164,660
-2,970
-2% -$158K 2.82% 6
2024
Q1 		$9.02M Sell
167,630
-576
-0.3% -$31.1K 3.06% 7
2023
Q4 		$9.1M Buy
+168,206
New +$8.75M 3.58% 6
2023
Q1 		– Sell
-26,400
Closed -$1.38M – 135
2022
Q4 		$1.38M Sell
26,400
-36,156
-58% -$1.87M 0.76% 17
2022
Q3 		$3.16M Sell
62,556
-75,573
-55% -$3.98M 2.31% 7
2022
Q2 		$7.27M Buy
+138,129
New +$7.3M 4.8% 6
2022
Q1 		– Sell
-38,397
Closed -$2.22M – 126
2021
Q4 		$2.22M Buy
+38,397
New +$2.22M 1.41% 12

Other funds holding NYF

High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Legacy Edge Advisors
Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Opal Wealth Advisors's NYF Position: Q3 2026 in Review

Opal Wealth Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 19% in Q3 2026, buying an estimated $98.6K and bringing the position to 11,749 shares worth $594K. The position accounts for 0.12% of the portfolio, ranked #87.

Opal Wealth Advisors first reported a position in NYF in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.1M in Q4 2023. 105 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

  • Opal Wealth Advisors held 11,749 shares of iShares New York Muni Bond ETF worth $594K as of Q3 2026.
  • Opal Wealth Advisors bought 1,876 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $98.6K.
  • iShares New York Muni Bond ETF made up 0.12% of Opal Wealth Advisors's portfolio in Q3 2026, its #87 holding.
  • Opal Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Opal Wealth Advisors's iShares New York Muni Bond ETF position peaked at $9.1M in Q4 2023.
  • 105 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.