RFP
NYF icon

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
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

Other funds holding NYF

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Root Financial Partners's NYF Position: Q2 2026 in Review

Root Financial Partners sold out of iShares New York Muni Bond ETF (NYF) in Q2 2026, closing a stake of 1,110 shares — an estimated $59K sold.

Root Financial Partners first reported a position in NYF in Q3 2025 and held it in 3 quarters. The position peaked at $59K in Q1 2026. 79 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Root Financial Partners reported no remaining iShares New York Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,110 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $59K.
  • Root Financial Partners first reported a position in iShares New York Muni Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares New York Muni Bond ETF position peaked at $59K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.