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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.7% in Q1 2026, buying an estimated $228K and bringing the position to 632,154 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #579.

Rockefeller Capital Management first reported a position in IBDW in Q1 2023 and has held it in 13 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Rockefeller Capital Management held 632,154 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $13.2M as of Q1 2026.
  • Rockefeller Capital Management bought 10,810 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $228K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #579 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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