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

Sax 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
2026
Q2 		$854K Buy
+16,075
New +$861K 0.03% 252
2025
Q2 		– Sell
-9,896
Closed -$521K – 426
2025
Q1 		$521K Buy
+9,896
New +$527K 0.04% 213

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

Sax Wealth Advisors's NYF Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares New York Muni Bond ETF (NYF) in Q2 2026: 16,075 shares worth $854K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in NYF as recently as Q1 2025.

Sax Wealth Advisors first reported a position in NYF in Q1 2025 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Sax Wealth Advisors held 16,075 shares of iShares New York Muni Bond ETF worth $854K as of Q2 2026.
  • iShares New York Muni Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
  • iShares New York Muni Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • Sax Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.