Sutton Place Investors’s iShares New York Muni Bond ETF NYF Stock Holding History

Sutton Place Investors’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	$579K	Buy	10,891 +3,953	+57%	+$213K	0.32%	73
2025 Q4	$371K	Sell	6,938 -764	-10%	-$40.9K	0.2%	93
2025 Q3	$411K	Buy	7,702 +163	+2%	+$8.53K	0.23%	84
2025 Q2	$393K	Sell	7,539 -927	-11%	-$48.2K	0.24%	81
2025 Q1	$446K	Sell	8,466 -767	-8%	-$40.8K	0.3%	68
2024 Q4	$491K	Buy	9,233 +49	+0.5%	+$2.63K	0.28%	74
2024 Q3	$499K	Sell	9,184 -881	-9%	-$47.5K	0.3%	75
2024 Q2	$537K	Sell	10,065 -1,309	-12%	-$69.7K	0.36%	67
2024 Q1	$612K	Buy	11,374 +4,878	+75%	+$263K	0.3%	93
2023 Q4	$351K	Buy	+6,496	New	+$338K	0.25%	97
2023 Q3	–	Sell	-13,069	Closed	-$696K	–	81
2023 Q2	$696K	Buy	+13,069	New	+$696K	0.97%	33
2022 Q1	–	Sell	-6,919	Closed	-$401K	–	77
2021 Q4	$401K	Buy	+6,919	New	+$400K	0.46%	56

Other funds holding NYF

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

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

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 London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Sutton Place Investors's NYF Position: Q1 2026 in Review

Sutton Place Investors increased its iShares New York Muni Bond ETF (NYF) stake by 57% in Q1 2026, buying an estimated $213K and bringing the position to 10,891 shares worth $579K. The position accounts for 0.32% of the portfolio, ranked #73.

Sutton Place Investors first reported a position in NYF in Q4 2021 and has held it in 12 quarters since. The position peaked at $696K in Q2 2023. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

Sutton Place Investors held 10,891 shares of iShares New York Muni Bond ETF worth $579K as of Q1 2026.
Sutton Place Investors bought 3,953 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $213K.
iShares New York Muni Bond ETF made up 0.32% of Sutton Place Investors's portfolio in Q1 2026, its #73 holding.
Sutton Place Investors first reported a position in iShares New York Muni Bond ETF in Q4 2021 and has held it in 12 quarters since.
Sutton Place Investors's iShares New York Muni Bond ETF position peaked at $696K in Q2 2023.
210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.