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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
Q3 		$6.16M Buy
122,299
+27,762
+29% +$1.46M 0.15% 91
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

EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's NYF Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares New York Muni Bond ETF (NYF) stake by 29% in Q3 2026, buying an estimated $1.46M and bringing the position to 122,299 shares worth $6.16M. The position accounts for 0.15% of the portfolio, ranked #91.

Wedmont Private Capital first reported a position in NYF in Q2 2023 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold NYF as of Q3 2026.

  • Wedmont Private Capital held 122,299 shares of iShares New York Muni Bond ETF worth $6.16M as of Q3 2026.
  • Wedmont Private Capital bought 27,762 iShares New York Muni Bond ETF shares in Q3 2026, an estimated $1.46M.
  • iShares New York Muni Bond ETF made up 0.15% of Wedmont Private Capital's portfolio in Q3 2026, its #91 holding.
  • Wedmont Private Capital first reported a position in iShares New York Muni Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.