Spire Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Spire Wealth Management’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
2025 Q1	–	Sell	-1,271	Closed	-$67.6K	–	2548
2024 Q4	$67.6K	Buy	+1,271	New	+$68.3K	﹤0.01%	1170
2022 Q4	–	Sell	-2,500	Closed	-$126K	–	2372
2022 Q3	$126K	Hold	2,500	–	–	0.01%	638
2022 Q2	$132K	Sell	2,500 -775	-24%	-$41K	0.01%	927
2022 Q1	$179K	Hold	3,275	–	–	﹤0.01%	939
2021 Q4	$190K	Hold	3,275	–	–	﹤0.01%	1116
2021 Q3	$189K	Hold	3,275	–	–	0.01%	950
2021 Q2	$191K	Buy	3,275 +775	+31%	+$45.1K	0.01%	954
2021 Q1	$144K	Buy	+2,500	New	+$145K	﹤0.01%	1215

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

SAM

Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

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

Spire Wealth Management's NYF Position: Q1 2025 in Review

Spire Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q1 2025, closing a stake of 1,271 shares — an estimated $67.6K sold.

Spire Wealth Management first reported a position in NYF in Q1 2021 and held it in 8 quarters. The position peaked at $191K in Q2 2021. 173 funds tracked by Wall St. Rank hold NYF as of Q1 2025.

Spire Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 1,271 iShares New York Muni Bond ETF shares in Q1 2025, an estimated $67.6K.
Spire Wealth Management first reported a position in iShares New York Muni Bond ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's iShares New York Muni Bond ETF position peaked at $191K in Q2 2021.
173 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.