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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
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 $26B 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 $94.2B AUM 21.24% 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
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return