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Principle Wealth Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

Principle Wealth Partners’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 		$241K Hold
4,467
– – 0.01% 363
2026
Q1 		$237K Buy
+4,467
New +$240K 0.01% 341

Other funds holding NYF

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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 $104B AUM 28.3% 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 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Principle Wealth Partners's NYF Position: Q2 2026 in Review

Principle Wealth Partners held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 4,467 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #363.

Principle Wealth Partners first reported a position in NYF in Q1 2026 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Principle Wealth Partners held 4,467 shares of iShares New York Muni Bond ETF worth $241K as of Q2 2026.
  • Principle Wealth Partners left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #363 holding.
  • Principle Wealth Partners first reported a position in iShares New York Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.