Schedule 13D/A: BAC Files Amendment and Purchase Agreement Update for VTN

Rhea-AI Filing Summary

Amendment No. 4 to Schedule 13D updates a prior filing concerning the Series 2015/6-VTN Variable Rate Muni Term Preferred Shares (CUSIP 46131T507) of Invesco Trust for Investment Grade New York Municipals. The reporting persons are Bank of America Corporation and Banc of America Preferred Funding Corp, each organized in Delaware, which together report beneficial ownership of 464 shares representing 100.0% of the class for the reporting persons shown. This Amendment is being filed to disclose execution of an Amendment to the Variable Rate Muni Term Preferred Shares Purchase Agreement dated September 5, 2025 and to replace Schedules and Exhibits from the Original Schedule 13D, including new exhibits for a joint filing agreement, power of attorney, updated schedules, and the September 5, 2025 amendment. The filing includes authorized signatures from an authorized signatory dated September 9, 2025.

Positive

• Updated disclosure of an executed Amendment to the Purchase Agreement dated September 5, 2025 filed as Exhibit 99.9
• Complete reporting of beneficial ownership with signatures and replacement of prior schedules and exhibits, improving transparency

Negative

• Concentration risk: the reporting persons disclose beneficial ownership of 464 shares representing 100.0% of the class for the CUSIP, indicating full concentration
• Substantive terms not summarized in the amendment text; the filing references an exhibit for the amendment rather than describing commercial changes within the Schedule 13D/A

Insights

Financial Analyst

TL;DR: This amendment discloses a contractual amendment and shows full reported beneficial ownership of the VMTP series by BAC-related entities, which is materially notable.

The filing replaces prior schedules and exhibits to reflect an Amendment to the Variable Rate Muni Term Preferred Shares Purchase Agreement dated September 5, 2025, which the reporting persons filed as Exhibit 99.9. The reporting persons report aggregate beneficial ownership of 464 shares equal to 100.0% of the class for the listed CUSIP, indicating complete reported control of this series by Bank of America entities. For investors and counterparties, the key takeaway is the concentration of ownership and the formalization of the amended purchase agreement; however, the filing does not disclose the substantive commercial terms of the amendment within the body of this Schedule 13D/A itself, only that the amendment is filed as an exhibit.

Corporate Governance Expert

TL;DR: Governance disclosure updated: schedules and exhibits replaced, signatory certified; concentration and contractual amendment are the primary governance items.

The amendment updates identity/background schedules and replaces prior exhibits to clarify the reporting structure and to attach the executed amendment to the purchase agreement. Signatures by an authorized signatory are included. The filing enhances disclosure completeness regarding who holds and controls the VMTP shares and documents the existence of an amended contractual relationship, but it does not provide detail on how governance rights or voting arrangements materially change as a result of the amendment.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 4)

Invesco Trust for Investment Grade New York Municipals

(Name of Issuer)

INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS

(Title of Class of Securities)

46131T507

(CUSIP Number)

Bank of America Corporation
Bank of America Corporate Center, 100 N. Tryon Street
Charlotte, NC, 28255
980-825-9256

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

09/05/2025

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

SCHEDULE 13D

CUSIP No. 46131T507

1

Name of reporting person

BANK OF AMERICA CORP /DE/

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 464.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 464.00

11

Aggregate amount beneficially owned by each reporting person

464.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

100.0 %

14

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13D

CUSIP No. 46131T507

1

Name of reporting person

Banc of America Preferred Funding Corp

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 464.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 464.00

11

Aggregate amount beneficially owned by each reporting person

464.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

100.0 %

14

Type of Reporting Person (See Instructions)

CO

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS
(b)	Name of Issuer: Invesco Trust for Investment Grade New York Municipals
(c)	Address of Issuer's Principal Executive Offices: 1331 SPRING STREET N.W., 1331 SPRING STREET N.W., ATLANTA, GEORGIA , 30309.
Item 1 Comment: This Amendment No. 4 (this "Amendment") amends, as set forth below, the statement on Schedule 13D, dated May 30, 2019 and filed with the SEC on June 7, 2019 (as amended to the date hereof, the "Original Schedule 13D"), for Bank of America Corporation ("BAC") and Banc of America Preferred Funding Corporation ("BAPFC") (collectively, the "Reporting Persons") with respect to the Series 2015/6-VTN Variable Rate Muni Term Preferred Shares (CUSIP No. 46131T507) ("VMTP Shares") of Invesco California Value Municipal Income Trust (the "Issuer"). This Amendment is being filed in relation to the execution of an Amendment to the Variable Rate Muni Term Preferred Shares Purchase Agreement, dated as of September 5, 2025 relating to the VMTP Shares (CUSIP No. 46131T507) of the Issuer, a copy of which is filed herewith as Exhibit 99.9.
Item 2.	Identity and Background
(c)	Item 2(c) of the Original Schedule 13D is hereby amended by deleting Schedule I referenced therein and replacing it with Schedule I included with this Amendment.
(d)	Item 2(d) of the Original Schedule 13D is hereby amended by deleting Schedule II referenced therein and replacing it with Schedule II included with this Amendment.
Item 7.	Material to be Filed as Exhibits.
	Item 7 of the Original Schedule 13D is hereby amended by deleting Exhibit 99.1 and Exhibit 99.2 thereto and the insertion of the following exhibits: "Exhibit Description of Exhibit 99.1 Joint Filing Agreement 99.2 Power of Attorney 99.7 Schedule I 99.8 Schedule II 99.9 Amendment to the Variable Rate Muni Term Preferred Shares Purchase Agreement, dated September 5, 2025"

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

BANK OF AMERICA CORP /DE/

Signature:	Andres Ortiz
Name/Title:	Authorized Signatory
Date:	09/09/2025

Banc of America Preferred Funding Corp

Signature:	Andres Ortiz
Name/Title:	Authorized Signatory
Date:	09/09/2025

FAQ

What does the Schedule 13D/A filed for VTN (CUSIP 46131T507) disclose?

The filing amends a prior Schedule 13D to disclose an Amendment to the Variable Rate Muni Term Preferred Shares Purchase Agreement dated September 5, 2025 and replaces prior schedules and exhibits; it also reports beneficial ownership of 464 shares (100.0% of the class) by the reporting persons.

Who are the reporting persons on this Schedule 13D/A for VTN?

The reporting persons are Bank of America Corporation and Banc of America Preferred Funding Corp, each organized in Delaware, listed as the filers.

What exhibits were added or replaced in this Amendment No. 4?

The filing replaces prior exhibits and adds: Exhibit 99.1 Joint Filing Agreement, 99.2 Power of Attorney, 99.7 Schedule I, 99.8 Schedule II, and 99.9 the September 5, 2025 Amendment to the Purchase Agreement.

Does the Schedule 13D/A describe the commercial terms of the September 5, 2025 amendment?

No. The Schedule states that the Amendment is filed as Exhibit 99.9 but does not summarize the commercial terms within the body of the Schedule 13D/A.

When was the Amendment signed and by whom?

The signature block shows an authorized signatory, Andres Ortiz, signing on behalf of each reporting person with signature dates of September 9, 2025.