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

Perennial 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 Q2	$1.8M	Buy	33,450 +3,475	+12%	+$186K	0.28%	73
2026 Q1	$1.59M	Buy	29,975 +3,105	+12%	+$167K	0.27%	67
2025 Q4	$1.44M	Buy	26,870 +1,765	+7%	+$94.5K	0.24%	62
2025 Q3	$1.34M	Buy	+25,105	New	+$1.31M	0.23%	62
2021 Q3	–	Sell	-400	Closed	-$23K	–	211
2021 Q2	$23K	Sell	400 -100	-20%	-$5.82K	0.01%	204
2021 Q1	$29K	Hold	500	–	–	0.01%	183
2020 Q4	$29K	Buy	+500	New	+$28.8K	0.01%	165

Other funds holding NYF

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return