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

SOA 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 		$3.16M Sell
58,709
-435
-0.7% -$23.3K 0.53% 38
2026
Q1 		$3.14M Buy
59,144
+111
+0.2% +$5.97K 0.59% 33
2025
Q4 		$3.16M Buy
59,033
+1,569
+3% +$84K 0.53% 37
2025
Q3 		$3.07M Buy
57,464
+7,696
+15% +$403K 0.53% 38
2025
Q2 		$2.59M Buy
49,768
+22,450
+82% +$1.17M 0.49% 45
2025
Q1 		$1.44M Buy
27,318
+5
+0% +$266 0.3% 59
2024
Q4 		$1.45M Sell
27,313
-85
-0.3% -$4.57K 0.27% 60
2024
Q3 		$1.49M Buy
27,398
+8,588
+46% +$463K 0.28% 58
2024
Q2 		$1M Buy
18,810
+17,168
+1,046% +$914K 0.2% 73
2024
Q1 		$88.4K Buy
1,642
+766
+87% +$41.3K 0.02% 252
2023
Q4 		$47.4K Buy
876
+7
+0.8% +$364 0.01% 299
2023
Q3 		$44.3K Buy
869
+5
+0.6% +$263 0.01% 298
2023
Q2 		$46K Buy
864
+5
+0.6% +$266 0.01% 303
2023
Q1 		$46K Buy
859
+3
+0.4% +$159 0.01% 296
2022
Q4 		$44.8K Sell
856
-5,059
-86% -$261K 0.01% 294
2022
Q3 		$299K Buy
+5,915
New +$311K 0.09% 112

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

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

SOA Wealth Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 0.74% in Q2 2026, selling an estimated $23.3K and leaving 58,709 shares worth $3.16M. The position accounts for 0.53% of the portfolio, ranked #38.

SOA Wealth Advisors first reported a position in NYF in Q3 2022 and has held it in 16 quarters since. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • SOA Wealth Advisors held 58,709 shares of iShares New York Muni Bond ETF worth $3.16M as of Q2 2026.
  • SOA Wealth Advisors sold 435 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $23.3K.
  • iShares New York Muni Bond ETF made up 0.53% of SOA Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • SOA Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.