Rockefeller Capital Management
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Rockefeller Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Rockefeller Capital Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.4M Buy
670,339
+27,044
+4% +$555K 0.02% 637
2026
Q2 		$13.4M Buy
643,295
+11,141
+2% +$232K 0.02% 617
2026
Q1 		$13.2M Buy
632,154
+10,810
+2% +$228K 0.02% 579
2025
Q4 		$13.1M Buy
621,344
+1,535
+0.2% +$32.5K 0.02% 565
2025
Q3 		$13.2M Buy
619,809
+2,772
+0.4% +$58.4K 0.03% 550
2025
Q2 		$13M Sell
617,037
-16,924
-3% -$350K 0.03% 532
2025
Q1 		$13.2M Buy
633,961
+31,777
+5% +$652K 0.03% 487
2024
Q4 		$12.3M Sell
602,184
-9,587
-2% -$198K 0.03% 500
2024
Q3 		$13M Buy
611,771
+39,235
+7% +$818K 0.03% 465
2024
Q2 		$11.6M Buy
572,536
+13,267
+2% +$268K 0.03% 469
2024
Q1 		$11.5M Buy
559,269
+48,881
+10% +$999K 0.03% 458
2023
Q4 		$10.6M Buy
510,388
+27,809
+6% +$548K 0.04% 439
2023
Q3 		$9.35M Buy
482,579
+91,937
+24% +$1.83M 0.04% 437
2023
Q2 		$7.92M Buy
390,642
+40,531
+12% +$827K 0.03% 498
2023
Q1 		$7.23M Buy
+350,111
New +$7.14M 0.03% 495

Other funds holding IBDW

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.2% in Q3 2026, buying an estimated $555K and bringing the position to 670,339 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #637.

Rockefeller Capital Management first reported a position in IBDW in Q1 2023 and has held it in 15 quarters since. 282 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Rockefeller Capital Management held 670,339 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $13.4M as of Q3 2026.
  • Rockefeller Capital Management bought 27,044 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $555K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q3 2026, its #637 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
  • 282 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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