Steward Partners Investment Advisory’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $79.2K | Buy |
1,491
+7
| +0.5% | +$376 | ﹤0.01% | 2515 |
|
|
2025
Q4 | $79.4K | Sell |
1,484
-12,367
| -89% | -$662K | ﹤0.01% | 2425 |
|
|
2025
Q3 | $739K | Buy |
13,851
+107
| +0.8% | +$5.6K | ﹤0.01% | 1187 |
|
|
2025
Q2 | $717K | Sell |
13,744
-521
| -4% | -$27.1K | 0.01% | 1133 |
|
|
2025
Q1 | $751K | Buy |
14,265
+64
| +0.5% | +$3.41K | 0.01% | 1028 |
|
|
2024
Q4 | $756K | Sell |
14,201
-1,687
| -11% | -$90.6K | 0.01% | 973 |
|
|
2024
Q3 | $863K | Buy |
15,888
+10
| +0.1% | +$539 | 0.01% | 909 |
|
|
2024
Q2 | $848K | Sell |
15,878
-771
| -5% | -$41.1K | 0.01% | 868 |
|
|
2024
Q1 | $896K | Buy |
16,649
+5
| +0% | +$270 | 0.01% | 834 |
|
|
2023
Q4 | $900K | Sell |
16,644
-290
| -2% | -$15.1K | 0.01% | 773 |
|
|
2023
Q3 | $864K | Sell |
16,934
-3,568
| -17% | -$188K | 0.01% | 729 |
|
|
2023
Q2 | $1.09M | Buy |
20,502
+7
| +0% | +$373 | 0.02% | 663 |
|
|
2023
Q1 | $1.1M | Buy |
20,495
+1,109
| +6% | +$58.8K | 0.02% | 665 |
|
|
2022
Q4 | $1.02M | Hold |
19,386
| – | – | 0.02% | 662 |
|
|
2022
Q3 | $981K | Hold |
19,386
| – | – | 0.02% | 632 |
|
|
2022
Q2 | $1.02M | Hold |
19,386
| – | – | 0.02% | 628 |
|
|
2022
Q1 | $1.06M | Buy |
19,386
+200
| +1% | +$11.2K | 0.02% | 667 |
|
|
2021
Q4 | $1.11M | Buy |
19,186
+250
| +1% | +$14.5K | 0.02% | 660 |
|
|
2021
Q3 | $1.1M | Buy |
18,936
+11,896
| +169% | +$695K | 0.02% | 632 |
|
|
2021
Q2 | $411K | Sell |
7,040
-9,865
| -58% | -$575K | 0.01% | 1016 |
|
|
2021
Q1 | $975K | Buy |
16,905
+281
| +2% | +$16.3K | 0.02% | 657 |
|
|
2020
Q4 | $968K | Buy |
16,624
+4,280
| +35% | +$247K | 0.02% | 565 |
|
|
2020
Q3 | $709K | Sell |
12,344
-62
| -0.5% | -$3.58K | 0.02% | 577 |
|
|
2020
Q2 | $714K | Buy |
12,406
+135
| +1% | +$7.63K | 0.02% | 543 |
|
|
2020
Q1 | $693K | Sell |
12,271
-144
| -1% | -$8.22K | 0.03% | 484 |
|
|
2019
Q4 | $708K | Buy |
12,415
+129
| +1% | +$7.36K | 0.02% | 538 |
|
|
2019
Q3 | $703K | Buy |
12,286
+45
| +0.4% | +$2.58K | 0.02% | 500 |
|
|
2019
Q2 | $695K | Buy |
12,241
+49
| +0.4% | +$2.76K | 0.03% | 473 |
|
|
2019
Q1 | $680K | Buy |
12,192
+133
| +1% | +$7.33K | 0.03% | 439 |
|
|
2018
Q4 | $660K | Sell |
12,059
-25,617
| -68% | -$1.38M | 0.03% | 421 |
|
|
2018
Q3 | $2.05M | Sell |
37,676
-402
| -1% | -$22K | 0.1% | 221 |
|
|
2018
Q2 | $2.09M | Buy |
38,078
+5,789
| +18% | +$316K | 0.12% | 186 |
|
|
2018
Q1 | $1.77M | Buy |
32,289
+2,475
| +8% | +$136K | 0.12% | 187 |
|
|
2017
Q4 | $1.66M | Buy |
29,814
+78
| +0.3% | +$4.36K | 0.13% | 179 |
|
|
2017
Q3 | $1.66M | Buy |
29,736
+48
| +0.2% | +$2.69K | 0.17% | 130 |
|
|
2017
Q2 | $1.66M | Buy |
29,688
+1,268
| +4% | +$70.6K | 0.19% | 124 |
|
|
2017
Q1 | $1.56M | Buy |
28,420
+2,320
| +9% | +$127K | 0.24% | 92 |
|
|
2016
Q4 | $1.42M | Buy |
+26,100
| New | +$1.44M | 0.65% | 31 |
|
Other funds holding NYF
TCIIS
HPA
FWI
AA
LEA
Steward Partners Investment Advisory's NYF Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its iShares New York Muni Bond ETF (NYF) stake by 0.47% in Q1 2026, buying an estimated $376 and bringing the position to 1,491 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.
Steward Partners Investment Advisory first reported a position in NYF in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.09M in Q2 2018. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.
- Steward Partners Investment Advisory held 1,491 shares of iShares New York Muni Bond ETF worth $79.2K as of Q1 2026.
- Steward Partners Investment Advisory bought 7 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $376.
- iShares New York Muni Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2515 holding.
- Steward Partners Investment Advisory first reported a position in iShares New York Muni Bond ETF in Q4 2016 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's iShares New York Muni Bond ETF position peaked at $2.09M in Q2 2018.
- 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.