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Position history for Creative PlanningCreative Planning's holdings in ISHARES NEW YORK MUNI BOND E

Creative Planning holds 144,788 shares of NYF (ISHARES NEW YORK MUNI BOND E), worth $7.8M as of 2026-Q2. The position was increased (+10.3% shares). NYF represents 0.0% of Creative Planning's portfolio.

Current Value

$7.8M

Current Shares

144,788

Total Value Change

+$6.6M

Total Shares Change

+122,224

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
144,788
+10.3%
$7.8M0.0%$53.77
30
2026-Q1
Increased
131,285
+86.8%
$7M0.0%$52.57
43
2025-Q4
Increased
70,262
+2.3%
$3.8M0.0%$52.68
27
2025-Q3
Increased
68,714
+0.7%
$3.7M0.0%$51.98
27
2025-Q2
Increased
68,226
+30.6%
$3.6M0.0%$50.41
34
2025-Q1
Increased
52,256
+23.2%
$2.8M0.0%$50.53
32
2024-Q4
Increased
42,411
+88.0%
$2.3M0.0%$50.83
41
2024-Q3
Decreased
22,564
-13.6%
$1.2M0.0%$51.41
0

Other major holders of NYF: Steward Partners Investment Advisory, LLC, TIAA TRUST, NATIONAL ASSOCIATION, JANE STREET GROUP, LLC

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