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NYF icon

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

WealthOne’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
2020
Q4 		– Sell
-4,317
Closed -$248K – 118
2020
Q3 		$248K Buy
4,317
+2
+0% +$116 0.14% 89
2020
Q2 		$248K Buy
+4,315
New +$244K 0.15% 83
2020
Q1 		– Sell
-4,312
Closed -$246K – 94
2019
Q4 		$246K Buy
4,312
+211
+5% +$12K 0.15% 79
2019
Q3 		$235K Buy
4,101
+2
+0% +$115 0.17% 78
2019
Q2 		$233K Buy
4,099
+466
+13% +$26.2K 0.16% 89
2019
Q1 		$203K Sell
3,633
-336
-8% -$18.5K 0.23% 74
2018
Q4 		$217K Buy
+3,969
New +$215K 0.19% 70

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 $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return