Rockefeller Capital Management
IBCA

Rockefeller Capital Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Rockefeller Capital Management’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.7K Buy
3,224
+24
+0.8% +$622 ﹤0.01% 2981
2025
Q4 		$83K Buy
+3,200
New +$83.3K ﹤0.01% 2809

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $422M AUM 16.47% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 0.75% in Q1 2026, buying an estimated $622 and bringing the position to 3,224 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Rockefeller Capital Management first reported a position in IBCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $83K in Q4 2025. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Rockefeller Capital Management held 3,224 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $82.7K as of Q1 2026.
  • Rockefeller Capital Management bought 24 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $622.
  • iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2981 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $83K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

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