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

Personal Capital 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
2022 Q2	–	Sell	-5,557	Closed	-$303K	–	471
2022 Q1	$303K	Buy	5,557 +119	+2%	+$6.69K	﹤0.01%	390
2021 Q4	$315K	Buy	5,438 +90	+2%	+$5.21K	﹤0.01%	427
2021 Q3	$309K	Buy	5,348 +468	+10%	+$27.3K	﹤0.01%	398
2021 Q2	$285K	Buy	4,880 +512	+12%	+$29.8K	﹤0.01%	402
2021 Q1	$252K	Buy	4,368 +66	+2%	+$3.83K	﹤0.01%	425
2020 Q4	$251K	Buy	4,302 +383	+10%	+$22.1K	﹤0.01%	410
2020 Q3	$225K	Buy	3,919 +437	+13%	+$25.2K	﹤0.01%	378
2020 Q2	$200K	Buy	+3,482	New	+$197K	﹤0.01%	349

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Personal Capital Advisors's NYF Position: Q2 2022 in Review

Personal Capital Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q2 2022, closing a stake of 5,557 shares — an estimated $303K sold.

Personal Capital Advisors first reported a position in NYF in Q2 2020 and held it in 8 quarters. The position peaked at $315K in Q4 2021. 107 funds tracked by Wall St. Rank hold NYF as of Q2 2022.

Personal Capital Advisors reported no remaining iShares New York Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Personal Capital Advisors sold 5,557 iShares New York Muni Bond ETF shares in Q2 2022, an estimated $303K.
Personal Capital Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2020 and held it in 8 quarters.
Personal Capital Advisors's iShares New York Muni Bond ETF position peaked at $315K in Q4 2021.
107 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.