Wealthfront Advisers
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Wealthfront Advisers’s iShares New York Muni Bond ETF NYF Stock Holding History

Wealthfront Advisers’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
Q1 		$2.37M Buy
44,534
+5,856
+15% +$315K 0.01% 574
2025
Q4 		$2.07M Buy
38,678
+24,718
+177% +$1.32M ﹤0.01% 586
2025
Q3 		$745K Buy
13,960
+3,112
+29% +$163K ﹤0.01% 750
2025
Q2 		$566K Sell
10,848
-1,439
-12% -$74.8K ﹤0.01% 774
2025
Q1 		$647K Buy
12,287
+947
+8% +$50.4K ﹤0.01% 739
2024
Q4 		$604K Buy
11,340
+876
+8% +$47K ﹤0.01% 756
2024
Q3 		$569K Sell
10,464
-931
-8% -$50.2K ﹤0.01% 744
2024
Q2 		$608K Buy
11,395
+4,334
+61% +$231K ﹤0.01% 715
2024
Q1 		$380K Buy
7,061
+241
+4% +$13K ﹤0.01% 773
2023
Q4 		$369K Buy
+6,820
New +$355K ﹤0.01% 761
2023
Q3 		– Sell
-4,084
Closed -$218K – 840
2023
Q2 		$218K Buy
+4,084
New +$218K ﹤0.01% 810

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return