Rockefeller Capital Management
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Rockefeller Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Rockefeller Capital Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$824K Sell
34,000
-230
-0.7% -$5.57K ﹤0.01% 1707
2025
Q4 		$829K Buy
34,230
+3,089
+10% +$74.9K ﹤0.01% 1637
2025
Q3 		$757K Sell
31,141
-29,170
-48% -$706K ﹤0.01% 1565
2025
Q2 		$1.46M Buy
60,311
+2,936
+5% +$70.9K ﹤0.01% 1208
2025
Q1 		$1.39M Buy
57,375
+19,481
+51% +$470K ﹤0.01% 1167
2024
Q4 		$912K Sell
37,894
-20,719
-35% -$499K ﹤0.01% 1283
2024
Q3 		$1.42M Sell
58,613
-25,973
-31% -$625K ﹤0.01% 1114
2024
Q2 		$2.01M Sell
84,586
-17,345
-17% -$412K 0.01% 970
2024
Q1 		$2.43M Buy
101,931
+73,655
+260% +$1.76M 0.01% 925
2023
Q4 		$676K Sell
28,276
-331
-1% -$7.77K ﹤0.01% 1260
2023
Q3 		$668K Sell
28,607
-6,924
-19% -$162K ﹤0.01% 1222
2023
Q2 		$834K Sell
35,531
-1,833
-5% -$43.3K ﹤0.01% 1160
2023
Q1 		$886K Buy
37,364
+1,854
+5% +$43.6K ﹤0.01% 1126
2022
Q4 		$829K Buy
35,510
+3,573
+11% +$83K ﹤0.01% 1081
2022
Q3 		$737K Buy
31,937
+2,933
+10% +$69.9K ﹤0.01% 1125
2022
Q2 		$690K Buy
+29,004
New +$697K ﹤0.01% 1134

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.67% in Q1 2026, selling an estimated $5.57K and leaving 34,000 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Rockefeller Capital Management first reported a position in IBDR in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.43M in Q1 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Rockefeller Capital Management held 34,000 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $824K as of Q1 2026.
  • Rockefeller Capital Management sold 230 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $5.57K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1707 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.43M in Q1 2024.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

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