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 Q2	$1.78M	Buy	32,929 +3,030	+10%	+$162K	0.01%	439
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

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

Wealthspire Advisors (New York)'s NYF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares New York Muni Bond ETF (NYF) stake by 10% in Q2 2026, buying an estimated $162K and bringing the position to 32,929 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #439.

Wealthspire Advisors (New York) first reported a position in NYF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q1 2025. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Wealthspire Advisors (New York) held 32,929 shares of iShares New York Muni Bond ETF worth $1.78M as of Q2 2026.
Wealthspire Advisors (New York) bought 3,030 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $162K.
iShares New York Muni Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #439 holding.
Wealthspire Advisors (New York) first reported a position in iShares New York Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s iShares New York Muni Bond ETF position peaked at $2.43M in Q1 2025.
202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.