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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
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

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
SAM
Satovsky Asset Management New York $627M AUM 19.75% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Stanich Group's NYF Position: Q4 2025 in Review

Stanich Group sold out of iShares New York Muni Bond ETF (NYF) in Q4 2025, closing a stake of 5,364 shares — an estimated $286K sold.

Stanich Group first reported a position in NYF in Q4 2024 and held it in 3 quarters. The position peaked at $339K in Q1 2025. 187 funds tracked by Wall St. Rank hold NYF as of Q4 2025.

  • Stanich Group reported no remaining iShares New York Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Stanich Group sold 5,364 iShares New York Muni Bond ETF shares in Q4 2025, an estimated $286K.
  • Stanich Group first reported a position in iShares New York Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Stanich Group's iShares New York Muni Bond ETF position peaked at $339K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2025.

Based on Stanich Group's 13F filing for Q4 2025, filed 23 Jan 2026.