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

TCI 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
2025
Q3 		– Sell
-18,698
Closed -$975K – 270
2025
Q2 		$975K Hold
18,698
– – 0.07% 102
2025
Q1 		$984K Buy
+18,698
New +$995K 0.08% 83

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
SAM
Satovsky Asset Management New York $627M AUM 19.75% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return

TCI Wealth Advisors's NYF Position: Q3 2025 in Review

TCI Wealth Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q3 2025, closing a stake of 18,698 shares — an estimated $975K sold.

TCI Wealth Advisors first reported a position in NYF in Q1 2025 and held it in 2 quarters. The position peaked at $984K in Q1 2025. 175 funds tracked by Wall St. Rank hold NYF as of Q3 2025.

  • TCI Wealth Advisors reported no remaining iShares New York Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • TCI Wealth Advisors sold 18,698 iShares New York Muni Bond ETF shares in Q3 2025, an estimated $975K.
  • TCI Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2025 and held it in 2 quarters.
  • TCI Wealth Advisors's iShares New York Muni Bond ETF position peaked at $984K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2025.

Based on TCI Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.