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

WealthPLAN Partners’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
2023 Q3	–	Sell	-2,326	Closed	-$124K	–	857
2023 Q2	$124K	Sell	2,326 -1,093	-32%	-$58.2K	0.02%	364
2023 Q1	$183K	Buy	+3,419	New	+$181K	0.02%	322
2022 Q1	$459K	Sell	8,683 -1,739	-17%	-$97.8K	0.03%	261
2021 Q4	$588K	Hold	10,422	–	–	0.04%	235
2021 Q3	$603K	Buy	10,422 +1,545	+17%	+$90.2K	0.04%	227
2021 Q2	$519K	Hold	8,877	–	–	0.04%	232
2021 Q1	$516K	Buy	8,877 +499	+6%	+$29K	0.04%	223
2020 Q4	$490K	Buy	8,378 +1,700	+25%	+$98K	0.04%	220
2020 Q3	$384K	Hold	6,678	–	–	0.04%	224
2020 Q2	$389K	Buy	+6,678	New	+$378K	0.04%	212

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

WealthPLAN Partners's NYF Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares New York Muni Bond ETF (NYF) in Q3 2023, closing a stake of 2,326 shares — an estimated $124K sold.

WealthPLAN Partners first reported a position in NYF in Q2 2020 and held it in 10 quarters. The position peaked at $603K in Q3 2021. 116 funds tracked by Wall St. Rank hold NYF as of Q3 2023.

WealthPLAN Partners reported no remaining iShares New York Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,326 iShares New York Muni Bond ETF shares in Q3 2023, an estimated $124K.
WealthPLAN Partners first reported a position in iShares New York Muni Bond ETF in Q2 2020 and held it in 10 quarters.
WealthPLAN Partners's iShares New York Muni Bond ETF position peaked at $603K in Q3 2021.
116 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.