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

Ropes Wealth 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
2021 Q1	–	Sell	-774	Closed	-$45K	–	604
2020 Q4	$45K	Buy	774 +385	+99%	+$22.2K	0.01%	395
2020 Q3	$22K	Hold	389	–	–	﹤0.01%	426
2020 Q2	$22K	Hold	389	–	–	﹤0.01%	386
2020 Q1	$22K	Sell	389 -39	-9%	-$2.23K	0.01%	356
2019 Q4	$24K	Buy	428 +210	+96%	+$12K	0.01%	398
2019 Q3	$12K	Hold	218	–	–	﹤0.01%	464
2019 Q2	$12K	Hold	218	–	–	﹤0.01%	468
2019 Q1	$12K	Buy	+218	New	+$12K	﹤0.01%	439

Other funds holding NYF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ropes Wealth Advisors's NYF Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2021, closing a stake of 774 shares — an estimated $45K sold.

Ropes Wealth Advisors first reported a position in NYF in Q1 2019 and held it in 8 quarters. The position peaked at $45K in Q4 2020. 109 funds tracked by Wall St. Rank hold NYF as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 774 iShares New York Muni Bond ETF shares in Q1 2021, an estimated $45K.
Ropes Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2019 and held it in 8 quarters.
Ropes Wealth Advisors's iShares New York Muni Bond ETF position peaked at $45K in Q4 2020.
109 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.