Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares New York Muni Bond ETF NYF Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.47M Buy
157,869
+130,233
+471% +$6.97M 0.01% 753
2026
Q1 		$1.47M Buy
27,636
+13,397
+94% +$721K ﹤0.01% 1554
2025
Q4 		$765K Sell
14,239
-2,677
-16% -$143K ﹤0.01% 2141
2025
Q3 		$902K Buy
16,916
+3,299
+24% +$173K ﹤0.01% 1934
2025
Q2 		$709K Sell
13,617
-1,015
-7% -$52.8K ﹤0.01% 1958
2025
Q1 		$770K Sell
14,632
-12,209
-45% -$650K ﹤0.01% 1760
2024
Q4 		$1.43M Buy
26,841
+8,285
+45% +$445K ﹤0.01% 1350
2024
Q3 		$1.01M Sell
18,556
-1,447
-7% -$78K ﹤0.01% 1390
2024
Q2 		$1.07M Sell
20,003
-103
-0.5% -$5.49K ﹤0.01% 1251
2024
Q1 		$1.08M Sell
20,106
-1,785
-8% -$96.2K ﹤0.01% 1205
2023
Q4 		$1.18M Sell
21,891
-311,950
-93% -$16.2M ﹤0.01% 1100
2023
Q3 		$17M Buy
+333,841
New +$17.6M 0.06% 308

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 Enhancement Advisory Services's NYF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares New York Muni Bond ETF (NYF) stake by 471% in Q2 2026, buying an estimated $6.97M and bringing the position to 157,869 shares worth $8.47M. The position accounts for 0.01% of the portfolio, ranked #753.

Wealth Enhancement Advisory Services first reported a position in NYF in Q3 2023 and has held it in 12 quarters since. The position peaked at $17M in Q3 2023. 203 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 157,869 shares of iShares New York Muni Bond ETF worth $8.47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 130,233 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $6.97M.
  • iShares New York Muni Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #753 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares New York Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares New York Muni Bond ETF position peaked at $17M in Q3 2023.
  • 203 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.