Raymond James Financial
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Raymond James Financial’s iShares New York Muni Bond ETF NYF Stock Holding History

Raymond James Financial’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 		$773K Sell
14,556
-10,083
-41% -$542K ﹤0.01% 4048
2025
Q4 		$1.32M Buy
24,639
+14,381
+140% +$770K ﹤0.01% 3598
2025
Q3 		$547K Buy
10,258
+5,087
+98% +$266K ﹤0.01% 4070
2025
Q2 		$270K Buy
5,171
+1,186
+30% +$61.7K ﹤0.01% 4359
2025
Q1 		$210K Buy
+3,985
New +$212K ﹤0.01% 4397

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $749M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Raymond James Financial reduced its iShares New York Muni Bond ETF (NYF) stake by 41% in Q1 2026, selling an estimated $542K and leaving 14,556 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #4048.

Raymond James Financial first reported a position in NYF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2025. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Raymond James Financial held 14,556 shares of iShares New York Muni Bond ETF worth $773K as of Q1 2026.
  • Raymond James Financial sold 10,083 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $542K.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4048 holding.
  • Raymond James Financial first reported a position in iShares New York Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's iShares New York Muni Bond ETF position peaked at $1.32M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

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