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Schechter Investment Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Schechter Investment 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
2022
Q1 		– Sell
-7,261
Closed -$421K – 959
2021
Q4 		$421K Buy
+7,261
New +$420K 0.04% 569

Other funds holding NYF

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Schechter Investment Advisors's NYF Position: Q1 2022 in Review

Schechter Investment Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2022, closing a stake of 7,261 shares — an estimated $421K sold.

Schechter Investment Advisors first reported a position in NYF in Q4 2021 and held it in 1 quarter. The position peaked at $421K in Q4 2021. 113 funds tracked by Wall St. Rank hold NYF as of Q1 2022.

  • Schechter Investment Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 7,261 iShares New York Muni Bond ETF shares in Q1 2022, an estimated $421K.
  • Schechter Investment Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Schechter Investment Advisors's iShares New York Muni Bond ETF position peaked at $421K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2022.

Based on Schechter Investment Advisors's 13F filing for Q1 2022, filed 18 Nov 2022.