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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
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 $26B AUM
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
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
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SOA Wealth Advisors's NYF Position: Q1 2026 in Review

SOA Wealth Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 0.19% in Q1 2026, buying an estimated $5.97K and bringing the position to 59,144 shares worth $3.14M. The position accounts for 0.59% of the portfolio, ranked #33.

SOA Wealth Advisors first reported a position in NYF in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.16M in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • SOA Wealth Advisors held 59,144 shares of iShares New York Muni Bond ETF worth $3.14M as of Q1 2026.
  • SOA Wealth Advisors bought 111 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $5.97K.
  • iShares New York Muni Bond ETF made up 0.59% of SOA Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • SOA Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • SOA Wealth Advisors's iShares New York Muni Bond ETF position peaked at $3.16M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.