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

Quadrant Private 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
2026
Q1 		– Sell
-3,764
Closed -$201K – 299
2025
Q4 		$201K Buy
+3,764
New +$202K 0.03% 265
2025
Q3 		– Sell
-4,793
Closed -$250K – 264
2025
Q2 		$250K Buy
+4,793
New +$249K 0.05% 216

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 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

Quadrant Private Wealth Management's NYF Position: Q1 2026 in Review

Quadrant Private Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q1 2026, closing a stake of 3,764 shares — an estimated $201K sold.

Quadrant Private Wealth Management first reported a position in NYF in Q2 2025 and held it in 2 quarters. The position peaked at $250K in Q2 2025. 212 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Quadrant Private Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 3,764 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $201K.
  • Quadrant Private Wealth Management first reported a position in iShares New York Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • Quadrant Private Wealth Management's iShares New York Muni Bond ETF position peaked at $250K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.