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

Wipfli Financial 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
2022 Q3	$304K	Buy	+5,821	New	+$306K	0.02%	325

Other funds holding NYF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

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

Wipfli Financial Advisors's NYF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares New York Muni Bond ETF (NYF) in Q3 2022: 5,821 shares worth $304K. The stake represents 0.02% of the portfolio and ranks #325 among its holdings.

104 funds tracked by Wall St. Rank hold NYF as of Q3 2022.

Wipfli Financial Advisors held 5,821 shares of iShares New York Muni Bond ETF worth $304K as of Q3 2022.
iShares New York Muni Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares New York Muni Bond ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #325 holding.
104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.