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

WealthShield 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
2026 Q2	$90.4K	Hold	1,677	–	–	0.01%	263
2026 Q1	$89.1K	Hold	1,677	–	–	0.01%	414
2025 Q4	$89.7K	Buy	+1,677	New	+$89.8K	0.01%	404
2023 Q4	–	Sell	-2,205	Closed	-$113K	–	500
2023 Q3	$113K	Buy	2,205 +861	+64%	+$45.3K	0.02%	331
2023 Q2	$71.6K	Hold	1,344	–	–	0.01%	360
2023 Q1	$71.9K	Buy	+1,344	New	+$71.3K	0.01%	357

Other funds holding NYF

TCIIS

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

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

WealthShield Partners's NYF Position: Q2 2026 in Review

WealthShield Partners held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 1,677 shares worth $90.4K. The position accounts for 0.01% of the portfolio, ranked #263.

WealthShield Partners first reported a position in NYF in Q1 2023 and has held it in 6 quarters since. The position peaked at $113K in Q3 2023. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

WealthShield Partners held 1,677 shares of iShares New York Muni Bond ETF worth $90.4K as of Q2 2026.
WealthShield Partners left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
iShares New York Muni Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #263 holding.
WealthShield Partners first reported a position in iShares New York Muni Bond ETF in Q1 2023 and has held it in 6 quarters since.
WealthShield Partners's iShares New York Muni Bond ETF position peaked at $113K in Q3 2023.
202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.