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

Wealth Alliance’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 		$325K Sell
6,117
-2,086
-25% -$112K 0.03% 407
2025
Q4 		$439K Buy
8,203
+1,858
+29% +$99.5K 0.04% 334
2025
Q3 		$339K Buy
6,345
+130
+2% +$6.8K 0.03% 386
2025
Q2 		$324K Buy
6,215
+58
+0.9% +$3.02K 0.04% 386
2025
Q1 		$324K Buy
6,157
+19
+0.3% +$1.01K 0.04% 374
2024
Q4 		$327K Buy
6,138
+236
+4% +$12.7K 0.04% 362
2024
Q3 		$321K Sell
5,902
-47
-0.8% -$2.53K 0.04% 382
2024
Q2 		$318K Buy
5,949
+99
+2% +$5.27K 0.04% 367
2024
Q1 		$315K Buy
5,850
+223
+4% +$12K 0.04% 388
2023
Q4 		$304K Sell
5,627
-221
-4% -$11.5K 0.04% 377
2023
Q3 		$298K Buy
5,848
+165
+3% +$8.68K 0.05% 348
2023
Q2 		$303K Buy
5,683
+53
+0.9% +$2.82K 0.05% 375
2023
Q1 		$301K Buy
5,630
+999
+22% +$53K 0.05% 364
2022
Q4 		$243K Sell
4,631
-933
-17% -$48.1K 0.04% 408
2022
Q3 		$282K Sell
5,564
-95
-2% -$5K 0.06% 334
2022
Q2 		$298K Sell
5,659
-139
-2% -$7.35K 0.06% 326
2022
Q1 		$316K Sell
5,798
-564
-9% -$31.7K 0.06% 316
2021
Q4 		$368K Sell
6,362
-219
-3% -$12.7K 0.07% 289
2021
Q3 		$381K Buy
6,581
+577
+10% +$33.7K 0.09% 270
2021
Q2 		$351K Buy
6,004
+1,852
+45% +$108K 0.08% 280
2021
Q1 		$240K Sell
4,152
-934
-18% -$54.2K 0.07% 340
2020
Q4 		$296K Buy
5,086
+196
+4% +$11.3K 0.09% 286
2020
Q3 		$281K Hold
4,890
– – 0.1% 246
2020
Q2 		$281K Buy
4,890
+663
+16% +$37.5K 0.11% 231
2020
Q1 		$239K Buy
+4,227
New +$241K 0.13% 195

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

Wealth Alliance's NYF Position: Q1 2026 in Review

Wealth Alliance reduced its iShares New York Muni Bond ETF (NYF) stake by 25% in Q1 2026, selling an estimated $112K and leaving 6,117 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #407.

Wealth Alliance first reported a position in NYF in Q1 2020 and has held it in 25 quarters since. The position peaked at $439K in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Wealth Alliance held 6,117 shares of iShares New York Muni Bond ETF worth $325K as of Q1 2026.
  • Wealth Alliance sold 2,086 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $112K.
  • iShares New York Muni Bond ETF made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #407 holding.
  • Wealth Alliance first reported a position in iShares New York Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's iShares New York Muni Bond ETF position peaked at $439K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.