Keystone Global Partners, LLC NYF β€” iShares New York Muni Bond ETF

Ownership history in Keystone Global Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

Keystone Global Partners, LLC reported iShares New York Muni Bond ETF (NYF) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows NYF at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NYF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keystone Global Partners, LLC's position in iShares New York Muni Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NYF was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keystone Global Partners, LLC held NYF β€” position size vs. price
% of Fund (quarterly)    NYF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 7,838 -339 -4.1% 0.18% $416K 2026-04-24 $53.76
2025 Q4 ADDED β€” β€” β€” 8,177 +180 +2.3% 0.19% $438K 2026-01-14 $53.47
2025 Q3 ADDED β€” β€” β€” 7,997 +2,772 +53.1% 0.22% $427K 2025-10-20 $52.95
2025 Q2 ADDED β€” β€” β€” 5,225 +889 +20.5% 0.15% $272K 2025-07-17 $50.43
2025 Q1 INITIATED β€” β€” β€” 4,336 β€” β€” 0.16% $228K 2025-05-13 $50.74

FAQ About Keystone Global Partners, LLC and NYF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keystone Global Partners, LLC reported owning NYF?

Keystone Global Partners, LLC reported NYF across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported NYF position in Keystone Global Partners, LLC's portfolio?

The largest reported portfolio weight for NYF was 0.22% in 2025 Q3.

What is the latest reported NYF position on this page?

The most recent filing on this page is 2026 Q1, when Keystone Global Partners, LLC reported 7,838 shares, equal to 0.18% of portfolio, with an estimated market value of $416K.

What does the chart on this NYF ownership page compare?

The chart compares Keystone Global Partners, LLC's quarterly NYF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Keystone Global Partners, LLC time their NYF position?

Based on 13F filing dates vs. subsequent NYF price moves, Keystone Global Partners, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on NYF relative to SPY over the holding period was -15.1%.

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