Root Financial Partners
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Root Financial Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

Root Financial Partners’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
Q3 		$321K Buy
+6,354
New +$334K 0.01% 305
2026
Q2 		– Sell
-1,110
Closed -$59K – 2262
2026
Q1 		$59K Buy
1,110
+345
+45% +$18.6K ﹤0.01% 803
2025
Q4 		$40.9K Hold
765
– – ﹤0.01% 802
2025
Q3 		$40.8K Buy
+765
New +$40K ﹤0.01% 746

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Root Financial Partners's NYF Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares New York Muni Bond ETF (NYF) in Q3 2026: 6,354 shares worth $321K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NYF as recently as Q1 2026.

Root Financial Partners first reported a position in NYF in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

  • Root Financial Partners held 6,354 shares of iShares New York Muni Bond ETF worth $321K as of Q3 2026.
  • iShares New York Muni Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares New York Muni Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #305 holding.
  • Root Financial Partners first reported a position in iShares New York Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.