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TCV Trust & Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

TCV Trust & Wealth Management’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
Q4 		– Sell
-4,220
Closed -$213K – 189
2022
Q3 		$213K Buy
+4,220
New +$222K 0.03% 176
2022
Q2 		– Sell
-4,205
Closed -$229K – 202
2022
Q1 		$229K Buy
4,205
+375
+10% +$21.1K 0.02% 187
2021
Q4 		$222K Buy
+3,830
New +$222K 0.02% 194

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TCV Trust & Wealth Management's NYF Position: Q4 2022 in Review

TCV Trust & Wealth Management sold out of iShares New York Muni Bond ETF (NYF) in Q4 2022, closing a stake of 4,220 shares — an estimated $213K sold.

TCV Trust & Wealth Management first reported a position in NYF in Q4 2021 and held it in 3 quarters. The position peaked at $229K in Q1 2022. 104 funds tracked by Wall St. Rank hold NYF as of Q4 2022.

  • TCV Trust & Wealth Management reported no remaining iShares New York Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 4,220 iShares New York Muni Bond ETF shares in Q4 2022, an estimated $213K.
  • TCV Trust & Wealth Management first reported a position in iShares New York Muni Bond ETF in Q4 2021 and held it in 3 quarters.
  • TCV Trust & Wealth Management's iShares New York Muni Bond ETF position peaked at $229K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2022.

Based on TCV Trust & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.