UBS Group
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UBS Group’s iShares New York Muni Bond ETF NYF Stock Holding History

UBS Group’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 		$3.6M Sell
67,777
-12,637
-16% -$680K ﹤0.01% 4407
2025
Q4 		$4.3M Buy
80,414
+11,707
+17% +$627K ﹤0.01% 4176
2025
Q3 		$3.67M Sell
68,707
-57,214
-45% -$2.99M ﹤0.01% 4356
2025
Q2 		$6.57M Buy
125,921
+4,848
+4% +$252K ﹤0.01% 3589
2025
Q1 		$6.37M Buy
121,073
+53,423
+79% +$2.84M ﹤0.01% 3534
2024
Q4 		$3.6M Buy
67,650
+2,310
+4% +$124K ﹤0.01% 4164
2024
Q3 		$3.55M Sell
65,340
-10,474
-14% -$565K ﹤0.01% 3416
2024
Q2 		$4.05M Buy
75,814
+2,227
+3% +$119K ﹤0.01% 3074
2024
Q1 		$3.96M Buy
73,587
+4,718
+7% +$254K ﹤0.01% 3216
2023
Q4 		$3.73M Sell
68,869
-17,154
-20% -$893K ﹤0.01% 3087
2023
Q3 		$4.39M Buy
86,023
+9,691
+13% +$510K ﹤0.01% 2701
2023
Q2 		$4.07M Sell
76,332
-8,489
-10% -$452K ﹤0.01% 2791
2023
Q1 		$4.54M Buy
84,821
+4,053
+5% +$215K ﹤0.01% 2600
2022
Q4 		$4.23M Sell
80,768
-1,144
-1% -$59K ﹤0.01% 2666
2022
Q3 		$4.14M Buy
81,912
+7,735
+10% +$407K ﹤0.01% 2527
2022
Q2 		$3.9M Sell
74,177
-154,760
-68% -$8.18M ﹤0.01% 2580
2022
Q1 		$12.5M Buy
228,937
+8,747
+4% +$492K ﹤0.01% 1770
2021
Q4 		$12.8M Buy
220,190
+9,532
+5% +$551K ﹤0.01% 1937
2021
Q3 		$12.2M Buy
210,658
+2,884
+1% +$168K ﹤0.01% 1883
2021
Q2 		$12.1M Buy
207,774
+10,059
+5% +$586K ﹤0.01% 1868
2021
Q1 		$11.4M Sell
197,715
-3,128
-2% -$182K ﹤0.01% 1841
2020
Q4 		$11.7M Sell
200,843
-10,040
-5% -$579K ﹤0.01% 1733
2020
Q3 		$12.1M Sell
210,883
-1,255
-0.6% -$72.5K ﹤0.01% 1520
2020
Q2 		$12.2M Sell
212,138
-2,485
-1% -$141K 0.01% 1364
2020
Q1 		$12.1M Buy
214,623
+6,404
+3% +$366K 0.01% 1278
2019
Q4 		$11.9M Buy
208,219
+11,977
+6% +$684K ﹤0.01% 1801
2019
Q3 		$11.2M Buy
196,242
+11,400
+6% +$653K ﹤0.01% 1683
2019
Q2 		$10.5M Buy
184,842
+9,418
+5% +$530K ﹤0.01% 1714
2019
Q1 		$9.8M Sell
175,424
-994
-0.6% -$54.8K ﹤0.01% 1692
2018
Q4 		$9.66M Buy
176,418
+12,613
+8% +$682K ﹤0.01% 1597
2018
Q3 		$8.9M Buy
163,805
+5,027
+3% +$275K ﹤0.01% 1870
2018
Q2 		$8.7M Buy
158,778
+1,511
+1% +$82.5K ﹤0.01% 1868
2018
Q1 		$8.61M Buy
157,267
+2,863
+2% +$157K ﹤0.01% 1830
2017
Q4 		$8.61M Sell
154,404
-36,462
-19% -$2.04M ﹤0.01% 1853
2017
Q3 		$10.7M Buy
190,866
+7,346
+4% +$412K ﹤0.01% 1571
2017
Q2 		$10.2M Buy
183,520
+6,656
+4% +$370K 0.01% 1520
2017
Q1 		$9.74M Buy
176,864
+10,406
+6% +$571K 0.01% 1517
2016
Q4 		$9.06M Sell
166,458
-7,034
-4% -$389K 0.01% 1580
2016
Q3 		$9.89M Buy
173,492
+14,558
+9% +$834K 0.01% 1422
2016
Q2 		$9.16M Buy
158,934
+8,438
+6% +$480K 0.01% 1447
2016
Q1 		$8.49M Buy
150,496
+1,994
+1% +$112K 0.01% 1441
2015
Q4 		$8.31M Buy
148,502
+35,060
+31% +$1.95M 0.01% 1539
2015
Q3 		$6.29M Buy
113,442
+60,860
+116% +$3.35M ﹤0.01% 1727
2015
Q2 		$2.88M Buy
52,582
+1,664
+3% +$92K ﹤0.01% 2625
2015
Q1 		$2.86M Buy
50,918
+16,740
+49% +$938K ﹤0.01% 2599
2014
Q4 		$1.91M Buy
+34,178
New +$1.9M ﹤0.01% 2952

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 $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
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBS Group's NYF Position: Q1 2026 in Review

UBS Group reduced its iShares New York Muni Bond ETF (NYF) stake by 16% in Q1 2026, selling an estimated $680K and leaving 67,777 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4407.

UBS Group first reported a position in NYF in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.8M in Q4 2021. 211 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • UBS Group held 67,777 shares of iShares New York Muni Bond ETF worth $3.6M as of Q1 2026.
  • UBS Group sold 12,637 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $680K.
  • iShares New York Muni Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4407 holding.
  • UBS Group first reported a position in iShares New York Muni Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares New York Muni Bond ETF position peaked at $12.8M in Q4 2021.
  • 211 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.