Rockefeller Capital Management
IBDQ

Rockefeller Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Rockefeller Capital Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33,403
Closed -$841K – 4747
2025
Q3 		$841K Sell
33,403
-5,419
-14% -$136K ﹤0.01% 1498
2025
Q2 		$978K Sell
38,822
-21,193
-35% -$532K ﹤0.01% 1337
2025
Q1 		$1.51M Buy
60,015
+17,396
+41% +$437K ﹤0.01% 1133
2024
Q4 		$1.07M Sell
42,619
-18,016
-30% -$451K ﹤0.01% 1226
2024
Q3 		$1.52M Sell
60,635
-37,063
-38% -$925K ﹤0.01% 1094
2024
Q2 		$2.43M Sell
97,698
-16,870
-15% -$418K 0.01% 904
2024
Q1 		$2.84M Buy
114,568
+85,406
+293% +$2.12M 0.01% 872
2023
Q4 		$722K Sell
29,162
-3,060
-9% -$75K ﹤0.01% 1249
2023
Q3 		$785K Buy
32,222
+3,174
+11% +$77.4K ﹤0.01% 1169
2023
Q2 		$708K Sell
29,048
-6,695
-19% -$164K ﹤0.01% 1221
2023
Q1 		$876K Sell
35,743
-738
-2% -$18K ﹤0.01% 1131
2022
Q4 		$887K Buy
36,481
+3,375
+10% +$81.8K ﹤0.01% 1051
2022
Q3 		$798K Buy
33,106
+5,292
+19% +$131K ﹤0.01% 1091
2022
Q2 		$687K Buy
27,814
+25,758
+1,253% +$641K ﹤0.01% 1136
2022
Q1 		$51K Hold
2,056
– – ﹤0.01% 2294
2021
Q4 		$54K Hold
2,056
– – ﹤0.01% 2180
2021
Q3 		$55K Hold
2,056
– – ﹤0.01% 2094
2021
Q2 		$55K Buy
+2,056
New +$55.5K ﹤0.01% 2029
2021
Q1 		– Sell
-3,120
Closed -$85K – 3309
2020
Q4 		$85K Buy
+3,120
New +$84.9K ﹤0.01% 1506

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Rockefeller Capital Management's IBDQ Position: Q4 2025 in Review

Rockefeller Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 33,403 shares — an estimated $841K sold.

Rockefeller Capital Management first reported a position in IBDQ in Q4 2020 and held it in 19 quarters. The position peaked at $2.84M in Q1 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 33,403 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $841K.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2020 and held it in 19 quarters.
  • Rockefeller Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.84M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.