Rockefeller Capital Management
IBDM

Rockefeller Capital Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Rockefeller Capital Management’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,198
Closed -$80K – 2304
2019
Q3 		$80K Buy
+3,198
New +$79.7K ﹤0.01% 851

Other funds holding IBDM

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Rockefeller Capital Management's IBDM Position: Q4 2019 in Review

Rockefeller Capital Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2019, closing a stake of 3,198 shares — an estimated $80K sold.

Rockefeller Capital Management first reported a position in IBDM in Q3 2019 and held it in 1 quarter. The position peaked at $80K in Q3 2019. 181 funds tracked by Wall St. Rank hold IBDM as of Q4 2019.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,198 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2019, an estimated $80K.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Rockefeller Capital Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $80K in Q3 2019.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2019.

Based on Rockefeller Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.