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

Summit 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
2022 Q1	–	Sell	-3,570	Closed	-$207K	–	170
2021 Q4	$207K	Sell	3,570 -1,000	-22%	-$57.8K	0.04%	156
2021 Q3	$264K	Hold	4,570	–	–	0.06%	131
2021 Q2	$267K	Hold	4,570	–	–	0.06%	132
2021 Q1	$264K	Hold	4,570	–	–	0.07%	131
2020 Q4	$266K	Hold	4,570	–	–	0.07%	123
2020 Q3	$263K	Hold	4,570	–	–	0.08%	128
2020 Q2	$263K	Sell	4,570 -401	-8%	-$22.7K	0.08%	120
2020 Q1	$281K	Sell	4,971 -2,416	-33%	-$138K	0.11%	89
2019 Q4	$421K	Buy	+7,387	New	+$422K	0.15%	73

Other funds holding NYF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

HPA

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Summit Wealth Partners's NYF Position: Q1 2022 in Review

Summit Wealth Partners sold out of iShares New York Muni Bond ETF (NYF) in Q1 2022, closing a stake of 3,570 shares — an estimated $207K sold.

Summit Wealth Partners first reported a position in NYF in Q4 2019 and held it in 9 quarters. The position peaked at $421K in Q4 2019. 113 funds tracked by Wall St. Rank hold NYF as of Q1 2022.

Summit Wealth Partners reported no remaining iShares New York Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Summit Wealth Partners sold 3,570 iShares New York Muni Bond ETF shares in Q1 2022, an estimated $207K.
Summit Wealth Partners first reported a position in iShares New York Muni Bond ETF in Q4 2019 and held it in 9 quarters.
Summit Wealth Partners's iShares New York Muni Bond ETF position peaked at $421K in Q4 2019.
113 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2022.

Based on Summit Wealth Partners's 13F filing for Q1 2022, filed 11 Sep 2024.