Wealth Enhancement Advisory Services
NYF icon

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
Q3 		$11.7M Buy
231,557
+73,688
+47% +$3.87M 0.02% 665
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's NYF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares New York Muni Bond ETF (NYF) stake by 47% in Q3 2026, buying an estimated $3.87M and bringing the position to 231,557 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #665.

Wealth Enhancement Advisory Services first reported a position in NYF in Q3 2023 and has held it in 13 quarters since. The position peaked at $17M in Q3 2023. 20 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 231,557 shares of iShares New York Muni Bond ETF worth $11.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 73,688 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $3.87M.
  • iShares New York Muni Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #665 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares New York Muni Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares New York Muni Bond ETF position peaked at $17M in Q3 2023.
  • 20 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.