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Rockefeller Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rockefeller Financial Services’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$152K Hold
1,440
– – ﹤0.01% 359
2017
Q3 		$153K Hold
1,440
– – ﹤0.01% 356
2017
Q2 		$154K Hold
1,440
– – ﹤0.01% 313
2017
Q1 		$152K Hold
1,440
– – ﹤0.01% 329
2016
Q4 		$151K Buy
+1,440
New +$155K ﹤0.01% 352

Other funds holding IEF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Rockefeller Financial Services's IEF Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q4 2017 at 1,440 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Rockefeller Financial Services first reported a position in IEF in Q4 2016 and has held it in 5 quarters since. The position peaked at $154K in Q2 2017. 409 funds tracked by Wall St. Rank hold IEF as of Q4 2017.

  • Rockefeller Financial Services held 1,440 shares of iShares 7-10 Year Treasury Bond ETF worth $152K as of Q4 2017.
  • Rockefeller Financial Services left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q4 2017.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #359 holding.
  • Rockefeller Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • Rockefeller Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $154K in Q2 2017.
  • 409 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.