Rockefeller Capital Management
IAGG icon

Rockefeller Capital Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Rockefeller Capital Management’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Sell
26,274
-2,154
-8% -$108K ﹤0.01% 1490
2025
Q4 		$1.42M Sell
28,428
-73,465
-72% -$3.78M ﹤0.01% 1393
2025
Q3 		$5.22M Sell
101,893
-1,029
-1% -$52.6K 0.01% 802
2025
Q2 		$5.26M Buy
102,922
+18,662
+22% +$946K 0.01% 770
2025
Q1 		$4.21M Sell
84,260
-80,138
-49% -$4.01M 0.01% 792
2024
Q4 		$8.21M Buy
164,398
+3,857
+2% +$199K 0.02% 602
2024
Q3 		$8.32M Buy
160,541
+5,295
+3% +$271K 0.02% 588
2024
Q2 		$7.75M Buy
155,246
+334
+0.2% +$16.6K 0.02% 582
2024
Q1 		$7.74M Buy
154,912
+2,187
+1% +$108K 0.02% 573
2023
Q4 		$7.61M Buy
152,725
+135,004
+762% +$6.67M 0.03% 538
2023
Q3 		$864K Buy
+17,721
New +$870K ﹤0.01% 1127
2023
Q1 		– Sell
-538
Closed -$25K – 2865
2022
Q4 		$25K Buy
538
+11
+2% +$537 ﹤0.01% 2715
2022
Q3 		$25K Buy
+527
New +$26.4K ﹤0.01% 2668
2021
Q2 		– Sell
-877
Closed -$48K – 3513
2021
Q1 		$48K Hold
877
– – ﹤0.01% 1906
2020
Q4 		$49K Hold
877
– – ﹤0.01% 1692
2020
Q3 		$48K Sell
877
-1
-0.1% -$56 ﹤0.01% 1518
2020
Q2 		$49K Buy
878
+75
+9% +$4.14K ﹤0.01% 1415
2020
Q1 		$44K Hold
803
– – ﹤0.01% 1279
2019
Q4 		$44K Buy
+803
New +$44.2K ﹤0.01% 1180

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rockefeller Capital Management's IAGG Position: Q1 2026 in Review

Rockefeller Capital Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 7.6% in Q1 2026, selling an estimated $108K and leaving 26,274 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Rockefeller Capital Management first reported a position in IAGG in Q4 2019 and has held it in 19 quarters since. The position peaked at $8.32M in Q3 2024. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Rockefeller Capital Management held 26,274 shares of iShares Core International Aggregate Bond Fund worth $1.31M as of Q1 2026.
  • Rockefeller Capital Management sold 2,154 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $108K.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1490 holding.
  • Rockefeller Capital Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 19 quarters since.
  • Rockefeller Capital Management's iShares Core International Aggregate Bond Fund position peaked at $8.32M in Q3 2024.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.