Wedmont Private Capital’s iShares New York Muni Bond ETF NYF Stock Holding History

Wedmont Private Capital’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	$5.07M	Buy	94,537 +35,975	+61%	+$1.93M	0.14%	92
2026 Q1	$3.13M	Buy	58,562 +5,772	+11%	+$310K	0.1%	117
2025 Q4	$2.84M	Buy	52,790 +5,572	+12%	+$298K	0.1%	125
2025 Q3	$2.52M	Buy	47,218 +493	+1%	+$25.8K	0.09%	125
2025 Q2	$2.43M	Buy	46,725 +41	+0.1%	+$2.13K	0.1%	122
2025 Q1	$2.39M	Buy	46,684 +202	+0.4%	+$10.8K	0.12%	95
2024 Q4	$2.46M	Buy	46,482 +69	+0.1%	+$3.71K	0.13%	95
2024 Q3	$2.51M	Sell	46,413 -314	-0.7%	-$16.9K	0.14%	86
2024 Q2	$2.51M	Sell	46,727 -2,971	-6%	-$158K	0.16%	81
2024 Q1	$2.65M	Sell	49,698 -204	-0.4%	-$11K	0.19%	73
2023 Q4	$2.7M	Buy	49,902 +18,288	+58%	+$952K	0.22%	67
2023 Q3	$1.61M	Hold	31,614	–	–	0.16%	86
2023 Q2	$1.68M	Buy	+31,614	New	+$1.68M	0.18%	81

Other funds holding NYF

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wedmont Private Capital's NYF Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares New York Muni Bond ETF (NYF) stake by 61% in Q2 2026, buying an estimated $1.93M and bringing the position to 94,537 shares worth $5.07M. The position accounts for 0.14% of the portfolio, ranked #92.

Wedmont Private Capital first reported a position in NYF in Q2 2023 and has held it in 13 quarters since. 35 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Wedmont Private Capital held 94,537 shares of iShares New York Muni Bond ETF worth $5.07M as of Q2 2026.
Wedmont Private Capital bought 35,975 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $1.93M.
iShares New York Muni Bond ETF made up 0.14% of Wedmont Private Capital's portfolio in Q2 2026, its #92 holding.
Wedmont Private Capital first reported a position in iShares New York Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
35 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.