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Rockefeller Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$238K Hold
2,844
– – ﹤0.01% 333
2017
Q3 		$240K Hold
2,844
– – ﹤0.01% 322
2017
Q2 		$240K Hold
2,844
– – ﹤0.01% 282
2017
Q1 		$240K Hold
2,844
– – ﹤0.01% 294
2016
Q4 		$240K Buy
+2,844
New +$241K ﹤0.01% 307

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

Rockefeller Financial Services held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2017 at 2,844 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Rockefeller Financial Services first reported a position in SHY in Q4 2016 and has held it in 5 quarters since. The position peaked at $240K in Q3 2017. 519 funds tracked by Wall St. Rank hold SHY as of Q4 2017.

  • Rockefeller Financial Services held 2,844 shares of iShares 1-3 Year Treasury Bond ETF worth $238K as of Q4 2017.
  • Rockefeller Financial Services left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2017.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #333 holding.
  • Rockefeller Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • Rockefeller Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $240K in Q3 2017.
  • 519 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2017.

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