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Westfuller Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Westfuller Advisors’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 		$2M Sell
37,691
-10,964
-23% -$590K 0.86% 32
2025
Q4 		$2.6M Buy
48,655
+33,158
+214% +$1.78M 1.05% 28
2025
Q3 		$827K Buy
15,497
+1,745
+13% +$91.3K 0.38% 61
2025
Q2 		$717K Buy
13,752
+101
+0.7% +$5.25K 0.41% 55
2025
Q1 		$719K Buy
13,651
+64
+0.5% +$3.41K 0.48% 49
2024
Q4 		$723K Buy
+13,587
New +$730K 0.46% 49

Other funds holding NYF

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
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
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Westfuller Advisors's NYF Position: Q1 2026 in Review

Westfuller Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 23% in Q1 2026, selling an estimated $590K and leaving 37,691 shares worth $2M. The position accounts for 0.86% of the portfolio, ranked #32.

Westfuller Advisors first reported a position in NYF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2025. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Westfuller Advisors held 37,691 shares of iShares New York Muni Bond ETF worth $2M as of Q1 2026.
  • Westfuller Advisors sold 10,964 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $590K.
  • iShares New York Muni Bond ETF made up 0.86% of Westfuller Advisors's portfolio in Q1 2026, its #32 holding.
  • Westfuller Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Westfuller Advisors's iShares New York Muni Bond ETF position peaked at $2.6M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.