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Wealthcare Capital Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-2,693
Closed -$155K – 480
2021
Q1 		$155K Buy
+2,693
New +$156K 0.02% 83
2020
Q2 		– Sell
-2,665
Closed -$151K – 184
2020
Q1 		$151K Buy
2,665
+9
+0.3% +$514 0.02% 56
2019
Q4 		$152K Buy
2,656
+18
+0.7% +$1.03K 0.02% 67
2019
Q3 		$151K Buy
2,638
+14
+0.5% +$802 0.02% 65
2019
Q2 		$149K Buy
2,624
+15
+0.6% +$844 0.02% 60
2019
Q1 		$146K Sell
2,609
-131
-5% -$7.22K 0.02% 60
2018
Q4 		$150K Buy
2,740
+22
+0.8% +$1.19K 0.02% 59
2018
Q3 		$148K Sell
2,718
-51
-2% -$2.79K 0.02% 52
2018
Q2 		$152K Buy
2,769
+16
+0.6% +$873 0.02% 54
2018
Q1 		$151K Sell
2,753
-451
-14% -$24.8K 0.02% 52
2017
Q4 		$179K Sell
3,204
-12
-0.4% -$670 0.02% 49
2017
Q3 		$180K Buy
3,216
+18
+0.6% +$1.01K 0.02% 46
2017
Q2 		$178K Buy
3,198
+18
+0.6% +$1K 0.02% 47
2017
Q1 		$175K Buy
3,180
+12
+0.4% +$658 0.02% 48
2016
Q4 		$172K Buy
3,168
+22
+0.7% +$1.22K 0.02% 48
2016
Q3 		$179K Buy
3,146
+16
+0.5% +$917 0.02% 44
2016
Q2 		$180K Buy
3,130
+18
+0.6% +$1.02K 0.02% 42
2016
Q1 		$176K Buy
3,112
+18
+0.6% +$1.01K 0.02% 43
2015
Q4 		$173K Buy
3,094
+18
+0.6% +$1K 0.02% 47
2015
Q3 		$170K Buy
3,076
+18
+0.6% +$991 0.02% 47
2015
Q2 		$168K Buy
3,058
+18
+0.6% +$995 0.02% 49
2015
Q1 		$171K Buy
3,040
+16
+0.5% +$897 0.02% 105
2014
Q4 		$169K Sell
3,024
-620
-17% -$34.5K 0.02% 45
2014
Q3 		$202K Buy
3,644
+4
+0.1% +$221 0.03% 43
2014
Q2 		$200K Buy
3,640
+6
+0.2% +$328 0.03% 43
2014
Q1 		$196K Buy
+3,634
New +$194K 0.03% 43

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthcare Capital Management's NYF Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares New York Muni Bond ETF (NYF) in Q2 2021, closing a stake of 2,693 shares — an estimated $155K sold.

Wealthcare Capital Management first reported a position in NYF in Q1 2014 and held it in 26 quarters. The position peaked at $202K in Q3 2014. 104 funds tracked by Wall St. Rank hold NYF as of Q2 2021.

  • Wealthcare Capital Management reported no remaining iShares New York Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,693 iShares New York Muni Bond ETF shares in Q2 2021, an estimated $155K.
  • Wealthcare Capital Management first reported a position in iShares New York Muni Bond ETF in Q1 2014 and held it in 26 quarters.
  • Wealthcare Capital Management's iShares New York Muni Bond ETF position peaked at $202K in Q3 2014.
  • 104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.