WealthPlan Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

WealthPlan Investment 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
2022 Q1	$459K	Buy	+8,683	New	+$488K	0.03%	261

Other funds holding NYF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WealthPlan Investment Management's NYF Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in iShares New York Muni Bond ETF (NYF) in Q1 2022: 8,683 shares worth $459K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings.

113 funds tracked by Wall St. Rank hold NYF as of Q1 2022.

WealthPlan Investment Management held 8,683 shares of iShares New York Muni Bond ETF worth $459K as of Q1 2022.
iShares New York Muni Bond ETF was a new WealthPlan Investment Management position in Q1 2022.
iShares New York Muni Bond ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #261 holding.
113 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.