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

Perigon 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
2024
Q4 		– Sell
-6,151
Closed -$334K – 1080
2024
Q3 		$334K Buy
+6,151
New +$332K 0.01% 747
2024
Q2 		– Sell
-5,993
Closed -$322K – 902
2024
Q1 		$322K Buy
+5,993
New +$323K 0.01% 666

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Perigon Wealth Management's NYF Position: Q4 2024 in Review

Perigon Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q4 2024, closing a stake of 6,151 shares — an estimated $334K sold.

Perigon Wealth Management first reported a position in NYF in Q1 2024 and held it in 2 quarters. The position peaked at $334K in Q3 2024. 170 funds tracked by Wall St. Rank hold NYF as of Q4 2024.

  • Perigon Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 6,151 iShares New York Muni Bond ETF shares in Q4 2024, an estimated $334K.
  • Perigon Wealth Management first reported a position in iShares New York Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Perigon Wealth Management's iShares New York Muni Bond ETF position peaked at $334K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.