Wedbush Securities’s iShares New York Muni Bond ETF NYF Stock Holding History

Wedbush Securities’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
2022 Q4	–	Sell	-7,511	Closed	-$380K	–	1089
2022 Q3	$380K	Hold	7,511	–	–	0.02%	620
2022 Q2	$395K	Buy	7,511 +500	+7%	+$26.4K	0.02%	629
2022 Q1	$382K	Hold	7,011	–	–	0.02%	695
2021 Q4	$406K	Hold	7,011	–	–	0.02%	725
2021 Q3	$406K	Hold	7,011	–	–	0.02%	699
2021 Q2	$410K	Buy	7,011 +500	+8%	+$29.1K	0.02%	702
2021 Q1	$376K	Hold	6,511	–	–	0.02%	692
2020 Q4	$379K	Buy	6,511 +1,000	+18%	+$57.6K	0.03%	560
2020 Q3	$317K	Buy	5,511 +49	+0.9%	+$2.83K	0.03%	589
2020 Q2	$314K	Buy	5,462 +1,462	+37%	+$82.7K	0.03%	586
2020 Q1	$226K	Hold	4,000	–	–	0.03%	632
2019 Q4	$228K	Hold	4,000	–	–	0.02%	806
2019 Q3	$229K	Buy	+4,000	New	+$229K	0.02%	773

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wedbush Securities's NYF Position: Q4 2022 in Review

Wedbush Securities sold out of iShares New York Muni Bond ETF (NYF) in Q4 2022, closing a stake of 7,511 shares — an estimated $380K sold.

Wedbush Securities first reported a position in NYF in Q3 2019 and held it in 13 quarters. The position peaked at $410K in Q2 2021. 104 funds tracked by Wall St. Rank hold NYF as of Q4 2022.

Wedbush Securities reported no remaining iShares New York Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Wedbush Securities sold 7,511 iShares New York Muni Bond ETF shares in Q4 2022, an estimated $380K.
Wedbush Securities first reported a position in iShares New York Muni Bond ETF in Q3 2019 and held it in 13 quarters.
Wedbush Securities's iShares New York Muni Bond ETF position peaked at $410K in Q2 2021.
104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2022.

Based on Wedbush Securities's 13F filing for Q4 2022, filed 31 Jan 2023.