Seven Mile Advisory’s iShares New York Muni Bond ETF NYF Stock Holding History

Seven Mile Advisory’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	–	Sell	-3,917	Closed	-$208K	–	187
2026 Q1	$208K	Hold	3,917	–	–	0.15%	162
2025 Q4	$210K	Hold	3,917	–	–	0.04%	236
2025 Q3	$209K	Hold	3,917	–	–	0.03%	276
2025 Q2	$204K	Hold	3,917	–	–	0.12%	170
2025 Q1	$206K	Hold	3,917	–	–	0.14%	162
2024 Q4	$208K	Hold	3,917	–	–	0.13%	151
2024 Q3	$213K	Hold	3,917	–	–	0.14%	152
2024 Q2	$209K	Hold	3,917	–	–	0.15%	137
2024 Q1	$211K	Hold	3,917	–	–	0.16%	142
2023 Q4	$212K	Buy	+3,917	New	+$204K	0.18%	130
2023 Q3	–	Sell	-3,888	Closed	-$207K	–	132
2023 Q2	$207K	Buy	+3,888	New	+$207K	0.24%	99

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Seven Mile Advisory's NYF Position: Q2 2026 in Review

Seven Mile Advisory sold out of iShares New York Muni Bond ETF (NYF) in Q2 2026, closing a stake of 3,917 shares — an estimated $208K sold.

Seven Mile Advisory first reported a position in NYF in Q2 2023 and held it in 11 quarters. The position peaked at $213K in Q3 2024. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Seven Mile Advisory reported no remaining iShares New York Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Seven Mile Advisory sold 3,917 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $208K.
Seven Mile Advisory first reported a position in iShares New York Muni Bond ETF in Q2 2023 and held it in 11 quarters.
Seven Mile Advisory's iShares New York Muni Bond ETF position peaked at $213K in Q3 2024.
202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.