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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
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 		$3.17M 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 -$2.23M – 126
2021
Q4 		$2.23M Buy
+38,397
New +$2.22M 1.41% 12

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

Opal Wealth Advisors's NYF Position: Q1 2026 in Review

Opal Wealth Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 84% in Q1 2026, selling an estimated $1.8M and leaving 6,151 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #137.

Opal Wealth Advisors first reported a position in NYF in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.1M in Q4 2023. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Opal Wealth Advisors held 6,151 shares of iShares New York Muni Bond ETF worth $327K as of Q1 2026.
  • Opal Wealth Advisors sold 33,441 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $1.8M.
  • iShares New York Muni Bond ETF made up 0.07% of Opal Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • Opal Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Opal Wealth Advisors's iShares New York Muni Bond ETF position peaked at $9.1M in Q4 2023.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.