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Retirement Planning Group (Kansas)’s iShares New York Muni Bond ETF NYF Stock Holding History

Retirement Planning Group (Kansas)’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 		$3.67M Hold
68,083
– – 0.09% 105
2026
Q1 		$3.62M Hold
68,083
– – 0.11% 82
2025
Q4 		$3.64M Sell
68,083
-64
-0.1% -$3.43K 0.12% 76
2025
Q3 		$3.64M Buy
+68,147
New +$3.57M 0.13% 72

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Retirement Planning Group (Kansas)'s NYF Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 68,083 shares worth $3.67M. The position accounts for 0.09% of the portfolio, ranked #105.

Retirement Planning Group (Kansas) first reported a position in NYF in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Retirement Planning Group (Kansas) held 68,083 shares of iShares New York Muni Bond ETF worth $3.67M as of Q2 2026.
  • Retirement Planning Group (Kansas) left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.09% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #105 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares New York Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.