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Realta Investment Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-307
Closed -$16.4K – 634
2024
Q2 		$16.4K Buy
307
+2
+0.7% +$107 ﹤0.01% 638
2024
Q1 		$16.4K Buy
+305
New +$16.4K ﹤0.01% 659

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 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 $3.92B AUM 15.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Realta Investment Advisors's NYF Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q3 2024, closing a stake of 307 shares — an estimated $16.4K sold.

Realta Investment Advisors first reported a position in NYF in Q1 2024 and held it in 2 quarters. The position peaked at $16.4K in Q1 2024. 151 funds tracked by Wall St. Rank hold NYF as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares New York Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 307 iShares New York Muni Bond ETF shares in Q3 2024, an estimated $16.4K.
  • Realta Investment Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Realta Investment Advisors's iShares New York Muni Bond ETF position peaked at $16.4K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.