Rockefeller Capital Management
IBDP

Rockefeller Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Rockefeller Capital Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-59,922
Closed -$1.51M – 1741
2024
Q3 		$1.51M Sell
59,922
-27,464
-31% -$690K ﹤0.01% 1097
2024
Q2 		$2.2M Sell
87,386
-15,840
-15% -$397K 0.01% 942
2024
Q1 		$2.59M Buy
103,226
+77,441
+300% +$1.93M 0.01% 902
2023
Q4 		$642K Sell
25,785
-974
-4% -$24.1K ﹤0.01% 1284
2023
Q3 		$662K Sell
26,759
-13,489
-34% -$333K ﹤0.01% 1225
2023
Q2 		$991K Sell
40,248
-1,654
-4% -$40.7K ﹤0.01% 1092
2023
Q1 		$1.03M Buy
41,902
+2,170
+5% +$53.2K ﹤0.01% 1066
2022
Q4 		$970K Sell
39,732
-13,328
-25% -$325K ﹤0.01% 1020
2022
Q3 		$1.29M Buy
53,060
+10,708
+25% +$264K 0.01% 922
2022
Q2 		$1.05M Buy
42,352
+42,216
+31,041% +$1.05M 0.01% 978
2022
Q1 		$3K Buy
+136
New +$3.46K ﹤0.01% 3545

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Rockefeller Capital Management's IBDP Position: Q4 2024 in Review

Rockefeller Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 59,922 shares — an estimated $1.51M sold.

Rockefeller Capital Management first reported a position in IBDP in Q1 2022 and held it in 11 quarters. The position peaked at $2.59M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Rockefeller Capital Management sold 59,922 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.51M.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 11 quarters.
  • Rockefeller Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.59M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Rockefeller Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.