Rockefeller Capital Management
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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
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

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