Stanich Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Stanich Group’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 Q3	$280K	Buy	+5,542	New	+$291K	0.14%	51
2025 Q4	–	Sell	-5,364	Closed	-$286K	–	56
2025 Q3	$286K	Buy	+5,364	New	+$281K	0.18%	45
2025 Q2	–	Sell	-6,435	Closed	-$339K	–	49
2025 Q1	$339K	Buy	6,435 +776	+14%	+$41.3K	0.25%	40
2024 Q4	$301K	Buy	+5,659	New	+$304K	0.23%	44

Other funds holding NYF

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Stanich Group's NYF Position: Q3 2026 in Review

Stanich Group opened a new position in iShares New York Muni Bond ETF (NYF) in Q3 2026: 5,542 shares worth $280K. The stake represents 0.14% of the portfolio and ranks #51 among its holdings. This is a return to the name: Stanich Group previously reported a position in NYF as recently as Q3 2025.

Stanich Group first reported a position in NYF in Q4 2024 and has held it in 4 quarters since. The position peaked at $339K in Q1 2025. 52 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

Stanich Group held 5,542 shares of iShares New York Muni Bond ETF worth $280K as of Q3 2026.
iShares New York Muni Bond ETF was a new Stanich Group position in Q3 2026.
iShares New York Muni Bond ETF made up 0.14% of Stanich Group's portfolio in Q3 2026, its #51 holding.
Stanich Group first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
Stanich Group's iShares New York Muni Bond ETF position peaked at $339K in Q1 2025.
52 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.