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Source Financial Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Source Financial 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
2021
Q1 		– Sell
-17,300
Closed -$1.01M – 113
2020
Q4 		$1.01M Buy
+17,300
New +$997K 0.27% 50

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 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

Source Financial Advisors's NYF Position: Q1 2021 in Review

Source Financial Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2021, closing a stake of 17,300 shares — an estimated $1.01M sold.

Source Financial Advisors first reported a position in NYF in Q4 2020 and held it in 1 quarter. The position peaked at $1.01M in Q4 2020. 109 funds tracked by Wall St. Rank hold NYF as of Q1 2021.

  • Source Financial Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Source Financial Advisors sold 17,300 iShares New York Muni Bond ETF shares in Q1 2021, an estimated $1.01M.
  • Source Financial Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2020 and held it in 1 quarter.
  • Source Financial Advisors's iShares New York Muni Bond ETF position peaked at $1.01M in Q4 2020.
  • 109 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2021.

Based on Source Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.