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Wealthedge Investment Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Wealthedge Investment Advisors’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 		$628K Buy
11,659
+2,524
+28% +$135K 0.21% 87
2026
Q1 		$485K Buy
9,135
+4,366
+92% +$235K 0.18% 98
2025
Q4 		$255K Buy
+4,769
New +$255K 0.09% 112
2025
Q2 		– Sell
-4,287
Closed -$226K – 176
2025
Q1 		$226K Hold
4,287
– – 0.1% 148
2024
Q4 		$228K Buy
+4,287
New +$230K 0.1% 141

Other funds holding NYF

TIAA-CREF Individual & Institutional Services
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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Alesco Advisors
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

Wealthedge Investment Advisors's NYF Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its iShares New York Muni Bond ETF (NYF) stake by 28% in Q2 2026, buying an estimated $135K and bringing the position to 11,659 shares worth $628K. The position accounts for 0.21% of the portfolio, ranked #87.

Wealthedge Investment Advisors first reported a position in NYF in Q4 2024 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

  • Wealthedge Investment Advisors held 11,659 shares of iShares New York Muni Bond ETF worth $628K as of Q2 2026.
  • Wealthedge Investment Advisors bought 2,524 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares New York Muni Bond ETF made up 0.21% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Wealthedge Investment Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.