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Satovsky Asset Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Satovsky Asset 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 		$16.5M Sell
305,418
-8,642
-3% -$463K 2.63% 10
2026
Q1 		$16.7M Sell
314,060
-9,812
-3% -$528K 2.94% 10
2025
Q4 		$17.3M Sell
323,872
-4,685
-1% -$251K 3.36% 8
2025
Q3 		$17.5M Sell
328,557
-273
-0.1% -$14.3K 3.5% 8
2025
Q2 		$17.1M Sell
328,830
-2,915
-0.9% -$152K 3.65% 8
2025
Q1 		$17.5M Buy
+331,745
New +$17.7M 3.91% 8

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

Satovsky Asset Management's NYF Position: Q2 2026 in Review

Satovsky Asset Management reduced its iShares New York Muni Bond ETF (NYF) stake by 2.8% in Q2 2026, selling an estimated $463K and leaving 305,418 shares worth $16.5M. The position accounts for 2.63% of the portfolio, ranked #10.

Satovsky Asset Management first reported a position in NYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.5M in Q3 2025. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Satovsky Asset Management held 305,418 shares of iShares New York Muni Bond ETF worth $16.5M as of Q2 2026.
  • Satovsky Asset Management sold 8,642 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $463K.
  • iShares New York Muni Bond ETF made up 2.63% of Satovsky Asset Management's portfolio in Q2 2026, its #10 holding.
  • Satovsky Asset Management first reported a position in iShares New York Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Satovsky Asset Management's iShares New York Muni Bond ETF position peaked at $17.5M in Q3 2025.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.