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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
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 $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 $6.98B AUM 18.78% 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 $192B AUM 27.2% 1-Year Est. Return

WealthShield Partners's NYF Position: Q1 2026 in Review

WealthShield Partners held its iShares New York Muni Bond ETF (NYF) position steady in Q1 2026 at 1,677 shares worth $89.1K. The position accounts for 0.01% of the portfolio, ranked #414.

WealthShield Partners first reported a position in NYF in Q1 2023 and has held it in 5 quarters since. The position peaked at $113K in Q3 2023. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • WealthShield Partners held 1,677 shares of iShares New York Muni Bond ETF worth $89.1K as of Q1 2026.
  • WealthShield Partners left its iShares New York Muni Bond ETF share count unchanged in Q1 2026.
  • iShares New York Muni Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #414 holding.
  • WealthShield Partners first reported a position in iShares New York Muni Bond ETF in Q1 2023 and has held it in 5 quarters since.
  • WealthShield Partners's iShares New York Muni Bond ETF position peaked at $113K in Q3 2023.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.