TFF
NYF icon

The Family Firm’s iShares New York Muni Bond ETF NYF Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-396
Closed -$21.1K – 639
2024
Q2 		$21.1K Buy
+396
New +$21.1K ﹤0.01% 560

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

The Family Firm's NYF Position: Q3 2024 in Review

The Family Firm sold out of iShares New York Muni Bond ETF (NYF) in Q3 2024, closing a stake of 396 shares — an estimated $21.1K sold.

The Family Firm first reported a position in NYF in Q2 2024 and held it in 1 quarter. The position peaked at $21.1K in Q2 2024. 151 funds tracked by Wall St. Rank hold NYF as of Q3 2024.

  • The Family Firm reported no remaining iShares New York Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 396 iShares New York Muni Bond ETF shares in Q3 2024, an estimated $21.1K.
  • The Family Firm first reported a position in iShares New York Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares New York Muni Bond ETF position peaked at $21.1K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.