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Stratos Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-16,808
Closed -$899K – 659
2025
Q4 		$899K Hold
16,808
– – 0.04% 321
2025
Q3 		$897K Hold
16,808
– – 0.04% 333
2025
Q2 		$876K Hold
16,808
– – 0.05% 333
2025
Q1 		$885K Hold
16,808
– – 0.05% 321
2024
Q4 		$895K Hold
16,808
– – 0.04% 352
2024
Q3 		$913K Hold
16,808
– – 0.04% 371
2024
Q2 		$897K Hold
16,808
– – 0.04% 347
2024
Q1 		$904K Hold
16,808
– – 0.05% 349
2023
Q4 		$909K Buy
+16,808
New +$875K 0.05% 345

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Stratos Wealth Advisors's NYF Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2026, closing a stake of 16,808 shares — an estimated $899K sold.

Stratos Wealth Advisors first reported a position in NYF in Q4 2023 and held it in 9 quarters. The position peaked at $913K in Q3 2024. 212 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 16,808 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $899K.
  • Stratos Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2023 and held it in 9 quarters.
  • Stratos Wealth Advisors's iShares New York Muni Bond ETF position peaked at $913K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.