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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
Q2 		$339K Buy
6,293
+176
+3% +$9.42K 0.03% 422
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 $29.1B AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Wealth Alliance's NYF Position: Q2 2026 in Review

Wealth Alliance increased its iShares New York Muni Bond ETF (NYF) stake by 2.9% in Q2 2026, buying an estimated $9.42K and bringing the position to 6,293 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #422.

Wealth Alliance first reported a position in NYF in Q1 2020 and has held it in 26 quarters since. The position peaked at $439K in Q4 2025. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Wealth Alliance held 6,293 shares of iShares New York Muni Bond ETF worth $339K as of Q2 2026.
  • Wealth Alliance bought 176 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $9.42K.
  • iShares New York Muni Bond ETF made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #422 holding.
  • Wealth Alliance first reported a position in iShares New York Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's iShares New York Muni Bond ETF position peaked at $439K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.