Betterment LLC reports 3.27% increase in ownership of NYF / iShares Trust - iShares New York Muni Bond ETF - 13F, 13D, 13G Filings

iShares Trust - iShares New York Muni Bond ETF

US ˙ ARCA ˙ US4642883239

Security	NYF / iShares Trust - iShares New York Muni Bond ETF
Institution	Betterment LLC
Latest Disclosed Ownership	161,323 shares
Latest Disclosed Value	$ 8,569

Betterment LLC reports 3.27% increase in ownership of NYF / iShares Trust - iShares New York Muni Bond ETF

On May 14, 2026 - Betterment LLC filed a 13F-HR form disclosing ownership of 161,323 shares of iShares Trust - iShares New York Muni Bond ETF (US:NYF) valued at $8,569,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 156,208 shares of iShares Trust - iShares New York Muni Bond ETF. This represents a change in shares of 3.27% during the quarter. The current value of the position is $8,659,819 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	ISHARES TR	NEW YORK MUN ETF	464288323	161,323	5,115	3.27	9	0.00	0.0162
2026-02-12	2025-12-31	13F	ISHARES TR	NEW YORK MUN ETF	464288323	156,208	5,507	3.65	8	0.00	0.0159
2025-11-13	2025-09-30	13F	ISHARES TR	NEW YORK MUN ETF	464288323	150,701	-15,663	-9.41	8	0.00	0.0159
2025-08-14	2025-06-30	13F	ISHARES TR	NEW YORK MUN ETF	464288323	166,364	-2,927	-1.73	9	0.00	0.0185
2025-05-15	2025-03-31	13F	ISHARES TR	NEW YORK MUN ETF	464288323	169,291	-10,035	-5.60	9	-11.11	0.0211
2025-02-14	2024-12-31	13F	ISHARES TR	NEW YORK MUN ETF	464288323	179,326	18,255	11.33	10	12.50	0.0228
2024-11-14	2024-09-30	13F	ISHARES TR	NEW YORK MUN ETF	464288323	161,071	5,814	3.74	9	0.00	0.0209
2024-08-14	2024-06-30	13F	ISHARES TR	NEW YORK MUN ETF	464288323	155,257	22,705	17.13	8	14.29	0.0215
2024-05-10	2024-03-31	13F	ISHARES TR	NEW YORK MUN ETF	464288323	132,552	19,851	17.61	7	16.67	0.0191
2024-02-09	2023-12-31	13F	ISHARES TR	NEW YORK MUN ETF	464288323	112,701	-1,450	-1.27	6	20.00	0.0176
2023-11-09	2023-09-30	13F	ISHARES TR	NEW YORK MUN ETF	464288323	114,151	5,036	4.62	6	0.00	0.0184
2023-08-07	2023-06-30	13F	ISHARES TR	NEW YORK MUN ETF	464288323	109,115	6,792	6.64	6	0.00	0.0180
2023-05-15	2023-03-31	13F	ISHARES TR	NEW YORK MUN ETF	464288323	102,323	6,697	7.00	5	0.00	0.0177
2023-02-13	2022-12-31	13F	ISHARES TR	NEW YORK MUN ETF	464288323	95,626	10,150	11.87	5	-99.89	0.0172
2022-11-14	2022-09-30	13F	ISHARES TR	NEW YORK MUN ETF	464288323	85,476	0	0.00	4,496	0.00	0.0161
2022-08-10	2022-06-30	13F	ISHARES TR	NEW YORK MUN ETF	464288323	85,476	-10,112	-10.58	4,496	-13.77	0.0161
2022-05-16	2022-03-31	13F	ISHARES TR	Common	464288323	95,588	-3,907	-3.93	5,214	-9.59	0.0166
2022-02-15	2021-12-31	13F	ISHARES TR	Common	464288323	99,495	12,668	14.59	5,767	14.79	0.0180
2021-11-15	2021-09-30	13F	ISHARES TR	Common	464288323	86,827	5,552	6.83	5,024	5.75	0.0168
2021-08-10	2021-06-30	13F	ISHARES TR	Common	464288323	81,275	10,880	15.46	4,751	16.99	0.0162
2021-06-01	2021-03-31	13F	ISHARES TR	Common	464288323	70,395	25,303	56.11	4,061	54.59	0.0153
2021-02-12	2020-12-31	13F	ISHARES TR	Common	464288323	45,092	5,252	13.18	2,627	14.77	0.0110
2020-11-10	2020-09-30	13F	ISHARES TR	Common	464288323	39,840	5,065	14.57	2,289	14.39	0.0112
2020-08-11	2020-06-30	13F	ISHARES TR	Common	464288323	34,775	4,071	13.26	2,001	15.33	0.0106
2020-05-14	2020-03-31	13F	ISHARES TR	Common	464288323	30,704	140	0.46	1,735	-0.52	0.0108
2020-01-31	2019-12-31	13F	ISHARES TR	Common	464288323	30,564	3,439	12.68	1,744	13.25	0.0090
2019-11-07	2019-09-30	13F	ISHARES TR	Common	464288323	27,125	0	0.00	1,540	0.00	0.0087
2019-08-14	2019-06-30	13F	ISHARES TR	Common	464288323	27,125	3,932	16.95	1,540	18.92	0.0087
2019-04-11	2019-03-31	13F	ISHARES TR	Common	464288323	23,193	11,805	103.66	1,295	107.53	0.0078
2019-02-06	2018-12-31	13F	ISHARES TR	Common	464288323	11,388	-550	-4.61	624	-3.85	0.0044
2018-11-14	2018-09-30	13F	ISHARES TR	Common	464288323	11,938	-1,556	-11.53	649	-12.18	0.0043
2018-08-13	2018-06-30	13F	ISHARES TR	Common	464288323	13,494	702	5.49	739	6.18	0.0052
2018-05-14	2018-03-31	13F	ISHARES TR	Common	464288323	12,792	2,566	25.09	696	22.11	0.0051
2018-02-14	2017-12-31	13F	ISHARES TR	Common	464288323	10,226	6,577	180.24	570	39.36	0.0046
2017-11-17	2017-09-30	13F	ISHARES TR	Common	464288323	3,649	1,045	40.13	409	40.55	0.0037
2017-08-14	2017-06-30	13F	ISHARES TR	Common	464288323	2,604	2,604		291		0.0030
2017-02-14	2016-12-31	13F	ISHARES TR	Common	464288323	0	-2,440	-100.00	0	-100.00
2016-11-14	2016-09-30	13F	ISHARES TR	Common	464288323	2,440	-6,173	-71.67	278	-72.00	0.0047
2016-08-15	2016-06-30	13F	ISHARES TR	Common	464288323	8,613	278	3.34	993	5.53	0.0203
2016-05-18	2016-03-31	13F	ISHARES TR	Common	464288323	8,335	199	2.45	941	3.29	0.0234
2016-02-09	2015-12-31	13F	ISHARES TR	Common	464288323	8,136	-2,040	-20.05	911	-19.24	0.0280
2015-11-10	2015-09-30	13F	ISHARES TR	Common	464288323	10,176	-3,052	-23.07	1,128	-22.21	0.0428
2015-08-12	2015-06-30	13F	ISHARES	Common	464288323	13,228	732	5.86	1,450	3.35	0.0623
2015-05-12	2015-03-31	13F	ISHARES	Common	464288323	12,496	11,485	1,136.00	1,403	1,141.59	0.0812
2015-02-17	2014-12-31	13F	ISHARES	Common	464288323	1,011	1,011		113		0.0099

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.