Sterling Investment Counsel’s iShares New York Muni Bond ETF NYF Stock Holding History

Sterling Investment Counsel’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	$396K	Hold	7,338	–	–	0.09%	124
2026 Q1	$390K	Sell	7,338 -13,695	-65%	-$737K	0.11%	120
2025 Q4	$1.13M	Buy	21,033 +15,528	+282%	+$832K	0.32%	56
2025 Q3	$294K	Buy	+5,505	New	+$288K	0.09%	108
2023 Q4	–	Sell	-16,249	Closed	-$829K	–	167
2023 Q3	$829K	Buy	16,249 +7,338	+82%	+$386K	0.48%	42
2023 Q2	$475K	Sell	8,911 -3,501	-28%	-$187K	0.26%	69
2023 Q1	$664K	Sell	12,412 -25,085	-67%	-$1.33M	0.39%	48
2022 Q4	$1.96M	Buy	37,497 +16,084	+75%	+$830K	1.21%	17
2022 Q3	$1.08M	Buy	+21,413	New	+$1.13M	0.79%	20
2022 Q2	–	Sell	-7,890	Closed	-$430K	–	153
2022 Q1	$430K	Buy	+7,890	New	+$444K	0.29%	79

Other funds holding NYF

HPA

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWAM

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

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

WPC

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Sterling Investment Counsel's NYF Position: Q2 2026 in Review

Sterling Investment Counsel held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 7,338 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #124.

Sterling Investment Counsel first reported a position in NYF in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.96M in Q4 2022. 88 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Sterling Investment Counsel held 7,338 shares of iShares New York Muni Bond ETF worth $396K as of Q2 2026.
Sterling Investment Counsel left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
iShares New York Muni Bond ETF made up 0.09% of Sterling Investment Counsel's portfolio in Q2 2026, its #124 holding.
Sterling Investment Counsel first reported a position in iShares New York Muni Bond ETF in Q1 2022 and has held it in 10 quarters since.
Sterling Investment Counsel's iShares New York Muni Bond ETF position peaked at $1.96M in Q4 2022.
88 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.