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Whitegate Investment Counselors’s iShares New York Muni Bond ETF NYF Stock Holding History

Whitegate Investment Counselors’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 		$5M Buy
94,080
+2,490
+3% +$134K 1.59% 19
2025
Q4 		$4.9M Sell
91,590
-960
-1% -$51.4K 1.53% 19
2025
Q3 		$4.94M Buy
92,550
+5,220
+6% +$273K 1.63% 17
2025
Q2 		$4.55M Sell
87,330
-21,945
-20% -$1.14M 1.55% 17
2025
Q1 		$5.75M Sell
109,275
-3,525
-3% -$188K 2.04% 16
2024
Q4 		$6M Hold
112,800
– – 2.06% 16
2024
Q3 		$6.13M Sell
112,800
-19,720
-15% -$1.06M 1.63% 19
2024
Q2 		$7.08M Buy
132,520
+5,190
+4% +$276K 2.01% 18
2024
Q1 		$6.85M Buy
127,330
+2,120
+2% +$114K 1.93% 18
2023
Q4 		$6.77M Sell
125,210
-3,670
-3% -$191K 2.07% 18
2023
Q3 		$6.58M Buy
128,880
+46,030
+56% +$2.42M 2.2% 17
2023
Q2 		$4.41M Buy
82,850
+125
+0.2% +$6.66K 1.45% 21
2023
Q1 		$4.43M Buy
82,725
+3,000
+4% +$159K 1.43% 21
2022
Q4 		$4.18M Buy
79,725
+10,375
+15% +$535K 1.43% 21
2022
Q3 		$3.51M Buy
69,350
+13,750
+25% +$724K 1.33% 24
2022
Q2 		$2.92M Buy
+55,600
New +$2.94M 1.07% 27
2020
Q1 		– Sell
-74,325
Closed -$4.24M – 195
2019
Q4 		$4.24M Buy
74,325
+10,825
+17% +$618K 0.77% 44
2019
Q3 		$3.63M Buy
+63,500
New +$3.64M 0.71% 50

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

Whitegate Investment Counselors's NYF Position: Q1 2026 in Review

Whitegate Investment Counselors increased its iShares New York Muni Bond ETF (NYF) stake by 2.7% in Q1 2026, buying an estimated $134K and bringing the position to 94,080 shares worth $5M. The position accounts for 1.59% of the portfolio, ranked #19.

Whitegate Investment Counselors first reported a position in NYF in Q3 2019 and has held it in 18 quarters since. The position peaked at $7.08M in Q2 2024. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Whitegate Investment Counselors held 94,080 shares of iShares New York Muni Bond ETF worth $5M as of Q1 2026.
  • Whitegate Investment Counselors bought 2,490 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $134K.
  • iShares New York Muni Bond ETF made up 1.59% of Whitegate Investment Counselors's portfolio in Q1 2026, its #19 holding.
  • Whitegate Investment Counselors first reported a position in iShares New York Muni Bond ETF in Q3 2019 and has held it in 18 quarters since.
  • Whitegate Investment Counselors's iShares New York Muni Bond ETF position peaked at $7.08M in Q2 2024.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.