WANY
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Wealthspire Advisors (New York)’s iShares New York Muni Bond ETF NYF Stock Holding History

Wealthspire Advisors (New York)’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 		$1.59M Buy
29,899
+15,472
+107% +$832K 0.01% 319
2025
Q4 		$772K Buy
14,427
+624
+5% +$33.4K 0.01% 486
2025
Q3 		$736K Sell
13,803
-5,883
-30% -$308K ﹤0.01% 453
2025
Q2 		$1.03M Sell
19,686
-26,533
-57% -$1.38M 0.01% 380
2025
Q1 		$2.43M Buy
46,219
+20,308
+78% +$1.08M 0.01% 247
2024
Q4 		$1.38M Buy
25,911
+14,601
+129% +$784K 0.01% 308
2024
Q3 		$614K Buy
11,310
+1,135
+11% +$61.2K 0.01% 452
2024
Q2 		$543K Buy
+10,175
New +$542K 0.01% 416

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HPA
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Bank of America
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HighTower Advisors
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FWI
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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
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HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return