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Upturn AI Summary
iShares New York Muni Bond ETF(NYF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NYF
10/30/2026: NYF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
The iShares New York Muni Bond ETF (NYF) offers targeted exposure to investment-grade municipal bonds issued by the State of New York, providing a tax-efficient income stream for residents. Managed by BlackRock, the fund is known for its scale, liquidity, and ability to track its benchmark closely. It is primarily suited for long-term, income-oriented investors looking to minimize tax liabilities while maintaining exposure to high-quality credit. Key risks include sensitivity to interest rate movements and concentration in New York's fiscal conditions. Investors should monitor the interest rate environment and any changes to the credit profile of state municipal issuers.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on income rather than capital appreciation. |
| Momentum investor | Weak fit | Municipal bonds generally lack the price momentum characteristics sought by this style. |
| Value investor | Mixed fit | Value investors may appreciate the yield, but the fund does not provide exposure to undervalued equities. |
| Dividend/Income investor | Strong fit | This is an ideal choice for income investors seeking tax-exempt cash flow in New York. |
| Low-risk investor | Strong fit | The fund provides exposure to high-grade debt with lower volatility than equity-based portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a New York resident in a higher tax bracket seeking reliable, tax-advantaged income rather than capital appreciation.
Suitability
Best for long-term income-focused investors; not designed for active traders or those seeking aggressive growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Municipal bonds generally exhibit lower price swings compared to stock market indices. |
| Market risk | Medium | Changes in general interest rates can affect the market value of the fund's bond holdings. |
| Concentration | High | By focusing exclusively on New York, the fund is sensitive to the fiscal policies and economic health of one state. |
| Tracking/expense | Low | BlackRock maintains efficient tracking, minimizing the risk of significant divergence from the benchmark. |
| Liquidity | Low | The underlying municipal bond market is deep, though secondary market trading for individual bonds can sometimes be less frequent. |
| Business/sector quality | Low | The fund invests in high-grade investment-grade municipal debt, lowering the risk of default. |
Risk Analysis
Volatility
NYF typically exhibits low to moderate volatility, consistent with high-grade bond funds.
Market Risk
The fund faces risks related to interest rate fluctuations, credit risk of issuers, and state-specific economic health.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | New York State Municipal Bonds (Investment Grade) | 98.5 | This exposure provides the core tax-advantaged interest income central to the fund's objective. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This represents liquidity held for fund rebalancing and operational purposes. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 3.25% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2026 |
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