WhitTier Trust Company’s iShares New York Muni Bond ETF NYF Stock Holding History

WhitTier Trust Company’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	$79.3K	Hold	1,476	–	–	﹤0.01%	649
2026 Q1	$78.6K	Hold	1,476	–	–	﹤0.01%	642
2025 Q4	$79.3K	Hold	1,476	–	–	﹤0.01%	624
2025 Q3	$78.6K	Hold	1,476	–	–	﹤0.01%	602
2025 Q2	$76.9K	Hold	1,476	–	–	﹤0.01%	683
2025 Q1	$77.7K	Hold	1,476	–	–	﹤0.01%	657
2024 Q4	$78.6K	Hold	1,476	–	–	﹤0.01%	652
2024 Q3	$80.2K	Hold	1,476	–	–	﹤0.01%	644
2024 Q2	$78.8K	Hold	1,476	–	–	﹤0.01%	604
2024 Q1	$79.4K	Hold	1,476	–	–	﹤0.01%	597
2023 Q4	$79.8K	Hold	1,476	–	–	﹤0.01%	599
2023 Q3	$75.3K	Hold	1,476	–	–	﹤0.01%	585
2023 Q2	$78.6K	Hold	1,476	–	–	﹤0.01%	599
2023 Q1	$79K	Hold	1,476	–	–	﹤0.01%	589
2022 Q4	$77.3K	Buy	+1,476	New	+$76.1K	﹤0.01%	595

Other funds holding NYF

HPA

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWAM

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

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

WhitTier Trust Company's NYF Position: Q2 2026 in Review

WhitTier Trust Company held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2026 at 1,476 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

WhitTier Trust Company first reported a position in NYF in Q4 2022 and has held it in 15 quarters since. The position peaked at $80.2K in Q3 2024. 88 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

WhitTier Trust Company held 1,476 shares of iShares New York Muni Bond ETF worth $79.3K as of Q2 2026.
WhitTier Trust Company left its iShares New York Muni Bond ETF share count unchanged in Q2 2026.
iShares New York Muni Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #649 holding.
WhitTier Trust Company first reported a position in iShares New York Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
WhitTier Trust Company's iShares New York Muni Bond ETF position peaked at $80.2K in Q3 2024.
88 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.