Note Advisors Boosts Stake in iShares New York Muni Bond ETF

The investment firm increased its holdings in the municipal bond fund by 42.8% in the third quarter.

Mar. 17, 2026 at 1:18pm

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Note Advisors LLC, an investment management firm, has increased its stake in the iShares New York Muni Bond ETF (NYF) by 42.8% in the third quarter. The firm now owns 78,003 shares of the municipal bond fund, making it approximately 2.5% of Note Advisors' total holdings.

Why it matters

The iShares New York Muni Bond ETF provides exposure to investment-grade, non-callable municipal bonds issued primarily by New York state and local governments. The fund's performance is seen as an indicator of the health of New York's municipal bond market.

The details

Note Advisors LLC added 23,375 shares of the iShares New York Muni Bond ETF to its portfolio during the third quarter. The firm now owns a total of 78,003 shares, worth approximately $4.16 million as of its most recent SEC filing. The ETF tracks the S&P AMT-Free Municipal Series 2016 Index, which measures the performance of investment-grade, non-callable U.S. municipal bonds.

  • Note Advisors LLC increased its stake in the third quarter of 2026.
  • The firm's holdings in the iShares New York Muni Bond ETF were worth $4.16 million as of its most recent SEC filing.

The players

Note Advisors LLC

An investment management firm that has increased its stake in the iShares New York Muni Bond ETF by 42.8%.

iShares New York Muni Bond ETF

An exchange-traded fund that provides exposure to investment-grade, non-callable municipal bonds issued primarily by New York state and local governments.

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The takeaway

The increase in Note Advisors' stake in the iShares New York Muni Bond ETF suggests the firm sees continued strength in the New York municipal bond market, which could be a positive sign for the state's fiscal health.