Rockefeller Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Rockefeller Capital Management’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18M	Buy	795,140 +190,051	+31%	+$4.37M	0.03%	533
2026 Q2	$14M	Buy	605,089 +11,415	+2%	+$265K	0.02%	605
2026 Q1	$13.8M	Buy	593,674 +15,282	+3%	+$358K	0.02%	562
2025 Q4	$13.5M	Buy	578,392 +6,753	+1%	+$158K	0.02%	554
2025 Q3	$13.4M	Buy	571,639 +6,144	+1%	+$144K	0.03%	541
2025 Q2	$13.2M	Sell	565,495 -14,042	-2%	-$324K	0.03%	523
2025 Q1	$13.4M	Buy	579,537 +23,827	+4%	+$546K	0.03%	478
2024 Q4	$12.7M	Sell	555,710 -678	-0.1%	-$15.6K	0.03%	483
2024 Q3	$13.1M	Buy	556,388 +43,747	+9%	+$1.01M	0.04%	457
2024 Q2	$11.6M	Buy	512,641 +12,196	+2%	+$275K	0.03%	467
2024 Q1	$11.4M	Buy	500,445 +51,332	+11%	+$1.17M	0.03%	461
2023 Q4	$10.4M	Buy	449,113 +22,604	+5%	+$501K	0.03%	447
2023 Q3	$9.34M	Buy	426,509 +82,313	+24%	+$1.83M	0.04%	440
2023 Q2	$7.73M	Buy	344,196 +31,859	+10%	+$722K	0.03%	505
2023 Q1	$7.15M	Buy	+312,337	New	+$7.06M	0.03%	497

Other funds holding IBDU

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Rockefeller Capital Management's IBDU Position: Q3 2026 in Review

Rockefeller Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 31% in Q3 2026, buying an estimated $4.37M and bringing the position to 795,140 shares worth $18M. The position accounts for 0.03% of the portfolio, ranked #533.

Rockefeller Capital Management first reported a position in IBDU in Q1 2023 and has held it in 15 quarters since. 375 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Rockefeller Capital Management held 795,140 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $18M as of Q3 2026.
Rockefeller Capital Management bought 190,051 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $4.37M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q3 2026, its #533 holding.
Rockefeller Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
375 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.