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

Rise 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
2023 Q2	–	Sell	-1,478	Closed	-$79.1K	–	761
2023 Q1	$79.1K	Buy	1,478 +424	+40%	+$22.5K	0.06%	122
2022 Q4	$55.2K	Buy	1,054 +7	+0.7%	+$361	0.04%	147
2022 Q3	$53K	Buy	1,047 +6	+0.6%	+$316	0.04%	147
2022 Q2	$55K	Buy	1,041 +5	+0.5%	+$264	0.06%	134
2022 Q1	$57K	Buy	1,036 +3	+0.3%	+$169	0.05%	139
2021 Q4	$59.9K	Buy	+1,033	New	+$59.8K	0.06%	132

Other funds holding NYF

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Rise Advisors's NYF Position: Q2 2023 in Review

Rise Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q2 2023, closing a stake of 1,478 shares — an estimated $79.1K sold.

Rise Advisors first reported a position in NYF in Q4 2021 and held it in 6 quarters. The position peaked at $79.1K in Q1 2023. 111 funds tracked by Wall St. Rank hold NYF as of Q2 2023.

Rise Advisors reported no remaining iShares New York Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 1,478 iShares New York Muni Bond ETF shares in Q2 2023, an estimated $79.1K.
Rise Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2021 and held it in 6 quarters.
Rise Advisors's iShares New York Muni Bond ETF position peaked at $79.1K in Q1 2023.
111 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.