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Rockbridge Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Rockbridge Investment Management’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 		$1.12M Buy
20,703
+6,053
+41% +$324K 0.09% 61
2026
Q1 		$778K Sell
14,650
-922
-6% -$49.6K 0.07% 73
2025
Q4 		$833K Hold
15,572
– – 0.08% 70
2025
Q3 		$831K Hold
15,572
– – 0.08% 68
2025
Q2 		$812K Sell
15,572
-28
-0.2% -$1.46K 0.09% 69
2025
Q1 		$821K Buy
15,600
+1,210
+8% +$64.4K 0.1% 63
2024
Q4 		$766K Buy
14,390
+2,002
+16% +$108K 0.1% 66
2024
Q3 		$673K Hold
12,388
– – 0.09% 67
2024
Q2 		$661K Buy
12,388
+500
+4% +$26.6K 0.09% 64
2024
Q1 		$640K Hold
11,888
– – 0.09% 66
2023
Q4 		$643K Sell
11,888
-87
-0.7% -$4.53K 0.1% 64
2023
Q3 		$611K Hold
11,975
– – 0.11% 62
2023
Q2 		$638K Buy
11,975
+88
+0.7% +$4.69K 0.11% 61
2023
Q1 		$636K Hold
11,887
– – 0.12% 61
2022
Q4 		$623K Hold
11,887
– – 0.13% 59
2022
Q3 		$601K Hold
11,887
– – 0.14% 57
2022
Q2 		$625K Buy
11,887
+11,800
+13,563% +$624K 0.14% 57
2022
Q1 		$4.73K Sell
87
-2,820
-97% -$159K ﹤0.01% 629
2021
Q4 		$168K Buy
2,907
+87
+3% +$5.03K 0.02% 197
2021
Q3 		$163K Hold
2,820
– – 0.03% 181
2021
Q2 		$165K Hold
2,820
– – 0.03% 172
2021
Q1 		$163K Hold
2,820
– – 0.03% 159
2020
Q4 		$164K Hold
2,820
– – 0.03% 152
2020
Q3 		$162K Hold
2,820
– – 0.04% 137
2020
Q2 		$162K Buy
+2,820
New +$159K 0.04% 137

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

Rockbridge Investment Management's NYF Position: Q2 2026 in Review

Rockbridge Investment Management increased its iShares New York Muni Bond ETF (NYF) stake by 41% in Q2 2026, buying an estimated $324K and bringing the position to 20,703 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #61.

Rockbridge Investment Management first reported a position in NYF in Q2 2020 and has held it in 25 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Rockbridge Investment Management held 20,703 shares of iShares New York Muni Bond ETF worth $1.12M as of Q2 2026.
  • Rockbridge Investment Management bought 6,053 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $324K.
  • iShares New York Muni Bond ETF made up 0.09% of Rockbridge Investment Management's portfolio in Q2 2026, its #61 holding.
  • Rockbridge Investment Management first reported a position in iShares New York Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.