Raymond James Financial
MUNY

Raymond James Financial’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Raymond James Financial’s Portfolio MUNY Stock Details MUNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$487K Sell
4,750
-15,218
-76% -$1.58M ﹤0.01% 4356
2025
Q4 		$2.06M Buy
+19,968
New +$2.06M ﹤0.01% 3253

Other funds holding MUNY

BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return

Raymond James Financial's MUNY Position: Q1 2026 in Review

Raymond James Financial reduced its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 76% in Q1 2026, selling an estimated $1.58M and leaving 4,750 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #4356.

Raymond James Financial first reported a position in MUNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.06M in Q4 2025. 42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Raymond James Financial held 4,750 shares of Vanguard New York Tax-Exempt Bond ETF worth $487K as of Q1 2026.
  • Raymond James Financial sold 15,218 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.58M.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4356 holding.
  • Raymond James Financial first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Raymond James Financial's Vanguard New York Tax-Exempt Bond ETF position peaked at $2.06M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.