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Peck Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Peck Wealth Management’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 		$274K Sell
5,075
-200
-4% -$10.7K 0.23% 71
2026
Q1 		$280K Buy
5,275
+1,975
+60% +$106K 0.28% 64
2025
Q4 		$177K Buy
+3,300
New +$177K 0.17% 72

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 $103B AUM 28.65% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Peck Wealth Management's NYF Position: Q2 2026 in Review

Peck Wealth Management reduced its iShares New York Muni Bond ETF (NYF) stake by 3.8% in Q2 2026, selling an estimated $10.7K and leaving 5,075 shares worth $274K. The position accounts for 0.23% of the portfolio, ranked #71.

Peck Wealth Management first reported a position in NYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q1 2026. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Peck Wealth Management held 5,075 shares of iShares New York Muni Bond ETF worth $274K as of Q2 2026.
  • Peck Wealth Management sold 200 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $10.7K.
  • iShares New York Muni Bond ETF made up 0.23% of Peck Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Peck Wealth Management first reported a position in iShares New York Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Peck Wealth Management's iShares New York Muni Bond ETF position peaked at $280K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.