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Trivium Point Advisory’s iShares New York Muni Bond ETF NYF Stock Holding History

Trivium Point Advisory’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 		– Sell
-6,488
Closed -$347K – 319
2025
Q4 		$347K Buy
6,488
+67
+1% +$3.59K 0.03% 281
2025
Q3 		$343K Buy
6,421
+50
+0.8% +$2.62K 0.04% 277
2025
Q2 		$332K Sell
6,371
-445
-7% -$23.1K 0.04% 281
2025
Q1 		$359K Sell
6,816
-4,085
-37% -$217K 0.04% 265
2024
Q4 		$580K Buy
10,901
+15
+0.1% +$806 0.07% 210
2024
Q3 		$583K Buy
10,886
+573
+6% +$30.9K 0.08% 209
2024
Q2 		$551K Buy
+10,313
New +$549K 0.08% 203

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
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
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
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Trivium Point Advisory's NYF Position: Q1 2026 in Review

Trivium Point Advisory sold out of iShares New York Muni Bond ETF (NYF) in Q1 2026, closing a stake of 6,488 shares — an estimated $347K sold.

Trivium Point Advisory first reported a position in NYF in Q2 2024 and held it in 7 quarters. The position peaked at $583K in Q3 2024. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Trivium Point Advisory reported no remaining iShares New York Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 6,488 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $347K.
  • Trivium Point Advisory first reported a position in iShares New York Muni Bond ETF in Q2 2024 and held it in 7 quarters.
  • Trivium Point Advisory's iShares New York Muni Bond ETF position peaked at $583K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.