PCG
NYF icon

Prosperity Consulting Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Prosperity Consulting Group’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 		$378K Buy
7,011
+711
+11% +$38.1K 0.01% 442
2026
Q1 		$335K Hold
6,300
– – 0.01% 404
2025
Q4 		$337K Buy
6,300
+845
+15% +$45.3K 0.02% 413
2025
Q3 		$291K Buy
+5,455
New +$286K 0.01% 421

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
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

Prosperity Consulting Group's NYF Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares New York Muni Bond ETF (NYF) stake by 11% in Q2 2026, buying an estimated $38.1K and bringing the position to 7,011 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #442.

Prosperity Consulting Group first reported a position in NYF in Q3 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Prosperity Consulting Group held 7,011 shares of iShares New York Muni Bond ETF worth $378K as of Q2 2026.
  • Prosperity Consulting Group bought 711 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $38.1K.
  • iShares New York Muni Bond ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #442 holding.
  • Prosperity Consulting Group first reported a position in iShares New York Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.