Stephen J. Garry & Associates’s iShares New York Muni Bond ETF NYF Stock Holding History

Stephen J. Garry & Associates’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 Q2	$257K	Hold	4,760	–	–	0.19%	48
2026 Q1	$253K	Buy	4,760 +650	+16%	+$35K	0.2%	49
2025 Q4	$220K	Hold	4,110	–	–	0.17%	50
2025 Q3	$219K	Hold	4,110	–	–	0.18%	49
2025 Q2	$214K	Hold	4,110	–	–	0.19%	45
2025 Q1	$216K	Hold	4,110	–	–	0.2%	42
2024 Q4	$219K	Buy	+4,110	New	+$221K	0.2%	42

Other funds holding NYF

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Stephen J. Garry & Associates's NYF Position: Q2 2026 in Review

Stephen J. Garry & Associates held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 4,760 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #48.

Stephen J. Garry & Associates first reported a position in NYF in Q4 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Stephen J. Garry & Associates held 4,760 shares of iShares New York Muni Bond ETF worth $257K as of Q2 2026.
Stephen J. Garry & Associates left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
iShares New York Muni Bond ETF made up 0.19% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #48 holding.
Stephen J. Garry & Associates first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.