Rise Advisors, LLC
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 1831316
ROCHESTER, NY
Position in MUNY
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$2,527,236
+$2,401,135 QoQ
Shares Held
24,668
+1913.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUNY Over Time
Shares Held
Position Value (USD)
All Filings in MUNY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,527,236 | 24,668 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $126,101 | 1,225 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||