Relyea Zuckerberg Hanson’s iShares New York Muni Bond ETF NYF Stock Holding History

Relyea Zuckerberg Hanson’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	$309K	Hold	5,724	–	–	0.03%	238
2026 Q1	$304K	Hold	5,724	–	–	0.03%	211
2025 Q4	$306K	Hold	5,724	–	–	0.03%	210
2025 Q3	$305K	Buy	+5,724	New	+$300K	0.03%	215
2025 Q2	–	Sell	-8,850	Closed	-$466K	–	268
2025 Q1	$466K	Hold	8,850	–	–	0.06%	154
2024 Q4	$471K	Buy	8,850 +2,603	+42%	+$140K	0.06%	155
2024 Q3	$339K	Hold	6,247	–	–	0.05%	185
2024 Q2	$334K	Hold	6,247	–	–	0.06%	174
2024 Q1	$336K	Buy	6,247 +1,860	+42%	+$100K	0.06%	167
2023 Q4	$237K	Buy	+4,387	New	+$228K	0.05%	192
2023 Q3	–	Sell	-18,921	Closed	-$1.01M	–	201
2023 Q2	$1.01M	Buy	+18,921	New	+$1.01M	0.23%	63

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Relyea Zuckerberg Hanson's NYF Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 5,724 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #238.

Relyea Zuckerberg Hanson first reported a position in NYF in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q2 2023. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Relyea Zuckerberg Hanson held 5,724 shares of iShares New York Muni Bond ETF worth $309K as of Q2 2026.
Relyea Zuckerberg Hanson left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
iShares New York Muni Bond ETF made up 0.03% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #238 holding.
Relyea Zuckerberg Hanson first reported a position in iShares New York Muni Bond ETF in Q2 2023 and has held it in 11 quarters since.
Relyea Zuckerberg Hanson's iShares New York Muni Bond ETF position peaked at $1.01M in Q2 2023.
203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.