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

Stratos Wealth Partners’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 		$468K Buy
8,806
+227
+3% +$12.2K 0.01% 1089
2025
Q4 		$459K Buy
8,579
+83
+1% +$4.45K 0.01% 1083
2025
Q3 		$453K Sell
8,496
-372
-4% -$19.5K 0.01% 1067
2025
Q2 		$462K Buy
+8,868
New +$461K 0.01% 958

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Stratos Wealth Partners increased its iShares New York Muni Bond ETF (NYF) stake by 2.6% in Q1 2026, buying an estimated $12.2K and bringing the position to 8,806 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #1089.

Stratos Wealth Partners first reported a position in NYF in Q2 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Stratos Wealth Partners held 8,806 shares of iShares New York Muni Bond ETF worth $468K as of Q1 2026.
  • Stratos Wealth Partners bought 227 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $12.2K.
  • iShares New York Muni Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1089 holding.
  • Stratos Wealth Partners first reported a position in iShares New York Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

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