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RWA Wealth Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

RWA Wealth 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 		$9.41M Sell
174,500
-50,426
-22% -$2.7M 0.09% 118
2026
Q1 		$11.9M Sell
224,926
-17,412
-7% -$936K 0.13% 95
2025
Q4 		$13M Buy
242,338
+58,513
+32% +$3.13M 0.14% 95
2025
Q3 		$9.81M Sell
183,825
-169,655
-48% -$8.88M 0.11% 114
2025
Q2 		$18.4M Buy
353,480
+3,318
+0.9% +$173K 0.23% 66
2025
Q1 		$18.4M Buy
350,162
+9,442
+3% +$503K 0.23% 66
2024
Q4 		$18.1M Sell
340,720
-9,044
-3% -$486K 0.22% 68
2024
Q3 		$19M Buy
349,764
+14,411
+4% +$777K 0.24% 64
2024
Q2 		$17.9M Buy
335,353
+8,920
+3% +$475K 0.24% 70
2024
Q1 		$17.6M Buy
326,433
+774
+0.2% +$41.7K 0.24% 71
2023
Q4 		$17.6M Buy
325,659
+3,176
+1% +$165K 0.25% 69
2023
Q3 		$16.5M Buy
322,483
+15,651
+5% +$823K 0.36% 27
2023
Q2 		$16.3M Buy
306,832
+117,607
+62% +$6.27M 0.36% 25
2023
Q1 		$10.1M Buy
189,225
+16,375
+9% +$869K 0.24% 38
2022
Q4 		$9.2M Buy
+172,850
New +$8.92M 0.23% 42
2018
Q3 		– Sell
-1,514
Closed -$83K – 559
2018
Q2 		$83K Buy
1,514
+1,050
+226% +$57.3K 0.01% 345
2018
Q1 		$25K Buy
+464
New +$25.5K ﹤0.01% 395

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

RWA Wealth Partners's NYF Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares New York Muni Bond ETF (NYF) stake by 22% in Q2 2026, selling an estimated $2.7M and leaving 174,500 shares worth $9.41M. The position accounts for 0.09% of the portfolio, ranked #118.

RWA Wealth Partners first reported a position in NYF in Q1 2018 and has held it in 17 quarters since. The position peaked at $19M in Q3 2024. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • RWA Wealth Partners held 174,500 shares of iShares New York Muni Bond ETF worth $9.41M as of Q2 2026.
  • RWA Wealth Partners sold 50,426 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $2.7M.
  • iShares New York Muni Bond ETF made up 0.09% of RWA Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • RWA Wealth Partners first reported a position in iShares New York Muni Bond ETF in Q1 2018 and has held it in 17 quarters since.
  • RWA Wealth Partners's iShares New York Muni Bond ETF position peaked at $19M in Q3 2024.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.