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 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 $26B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Seven Mile Advisory's NYF Position: Q1 2026 in Review

Seven Mile Advisory held its iShares New York Muni Bond ETF (NYF) position steady in Q1 2026 at 3,917 shares worth $208K. The position accounts for 0.15% of the portfolio, ranked #162.

Seven Mile Advisory first reported a position in NYF in Q2 2023 and has held it in 11 quarters since. The position peaked at $213K in Q3 2024. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

Seven Mile Advisory held 3,917 shares of iShares New York Muni Bond ETF worth $208K as of Q1 2026.
Seven Mile Advisory left its iShares New York Muni Bond ETF share count unchanged in Q1 2026.
iShares New York Muni Bond ETF made up 0.15% of Seven Mile Advisory's portfolio in Q1 2026, its #162 holding.
Seven Mile Advisory first reported a position in iShares New York Muni Bond ETF in Q2 2023 and has held it in 11 quarters since.
Seven Mile Advisory's iShares New York Muni Bond ETF position peaked at $213K in Q3 2024.
210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.