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Lebenthal Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lebenthal Asset Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17
Closed -$1K – 616
2016
Q3 		$1K Buy
+17
New +$1.45K ﹤0.01% 950

Other funds holding SHY

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Lebenthal Asset Management's SHY Position: Q4 2016 in Review

Lebenthal Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2016, closing a stake of 17 shares — an estimated $1K sold.

Lebenthal Asset Management first reported a position in SHY in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q4 2016.

  • Lebenthal Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 17 iShares 1-3 Year Treasury Bond ETF shares in Q4 2016, an estimated $1K.
  • Lebenthal Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1K in Q3 2016.
  • 432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.