Patriot Financial Group Insurance Agency’s iShares New York Muni Bond ETF NYF Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.62M	Sell	29,993 -28,369	-49%	-$1.52M	0.17%	150
2026 Q1	$3.1M	Buy	58,362 +31,210	+115%	+$1.68M	0.17%	146
2025 Q4	$1.45M	Sell	27,152 -10,418	-28%	-$558K	0.17%	150
2025 Q3	$2M	Buy	37,570 +6,767	+22%	+$354K	0.26%	109
2025 Q2	$1.61M	Buy	30,803 +6,311	+26%	+$328K	0.18%	136
2025 Q1	$1.29M	Buy	24,492 +9,759	+66%	+$519K	0.17%	145
2024 Q4	$784K	Buy	+14,733	New	+$791K	0.11%	211
2022 Q3	–	Sell	-850	Closed	-$45K	–	1433
2022 Q2	$45K	Hold	850	–	–	0.01%	769
2022 Q1	$46K	Hold	850	–	–	0.01%	806
2021 Q4	$49K	Hold	850	–	–	0.01%	870
2021 Q3	$49K	Hold	850	–	–	0.01%	873
2021 Q2	$50K	Hold	850	–	–	0.01%	837
2021 Q1	$49K	Hold	850	–	–	0.01%	783
2020 Q4	$50K	Hold	850	–	–	0.01%	686
2020 Q3	$49K	Buy	+850	New	+$49.1K	0.02%	542

Other funds holding NYF

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NYF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares New York Muni Bond ETF (NYF) stake by 49% in Q2 2026, selling an estimated $1.52M and leaving 29,993 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #150.

Patriot Financial Group Insurance Agency first reported a position in NYF in Q3 2020 and has held it in 15 quarters since. The position peaked at $3.1M in Q1 2026. 118 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Patriot Financial Group Insurance Agency held 29,993 shares of iShares New York Muni Bond ETF worth $1.62M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 28,369 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $1.52M.
iShares New York Muni Bond ETF made up 0.17% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #150 holding.
Patriot Financial Group Insurance Agency first reported a position in iShares New York Muni Bond ETF in Q3 2020 and has held it in 15 quarters since.
Patriot Financial Group Insurance Agency's iShares New York Muni Bond ETF position peaked at $3.1M in Q1 2026.
118 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.