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Petersen Hastings Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Petersen Hastings Wealth 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 		$387K Buy
7,179
+800
+13% +$42.8K 0.03% 59
2026
Q1 		$339K Hold
6,379
– – 0.03% 61
2025
Q4 		$341K Buy
+6,379
New +$342K 0.03% 59

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HPA
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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

Petersen Hastings Wealth Advisors's NYF Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 13% in Q2 2026, buying an estimated $42.8K and bringing the position to 7,179 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #59.

Petersen Hastings Wealth Advisors first reported a position in NYF in Q4 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 7,179 shares of iShares New York Muni Bond ETF worth $387K as of Q2 2026.
  • Petersen Hastings Wealth Advisors bought 800 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $42.8K.
  • iShares New York Muni Bond ETF made up 0.03% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Petersen Hastings Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.