Rockefeller Capital Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3M	Buy	527,541 +7,818	+2%	+$197K	0.02%	618
2026 Q1	$13.1M	Buy	519,723 +6,583	+1%	+$168K	0.02%	584
2025 Q4	$13.1M	Buy	513,140 +6,213	+1%	+$159K	0.02%	568
2025 Q3	$13M	Buy	506,927 +2,791	+0.6%	+$70.8K	0.03%	554
2025 Q2	$12.7M	Sell	504,136 -11,639	-2%	-$289K	0.03%	540
2025 Q1	$12.9M	Buy	515,775 +19,838	+4%	+$491K	0.03%	495
2024 Q4	$12.2M	Sell	495,937 -8,912	-2%	-$223K	0.03%	504
2024 Q3	$13M	Buy	504,849 +31,819	+7%	+$804K	0.03%	466
2024 Q2	$11.6M	Buy	473,030 +10,853	+2%	+$265K	0.03%	468
2024 Q1	$11.5M	Buy	462,177 +30,817	+7%	+$764K	0.03%	457
2023 Q4	$10.9M	Buy	431,360 +33,159	+8%	+$791K	0.04%	427
2023 Q3	$9.35M	Buy	398,201 +79,069	+25%	+$1.91M	0.04%	438
2023 Q2	$7.86M	Buy	319,132 +34,139	+12%	+$845K	0.03%	500
2023 Q1	$7.14M	Buy	+284,993	New	+$7.05M	0.03%	498

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Rockefeller Capital Management's IBDX Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.5% in Q2 2026, buying an estimated $197K and bringing the position to 527,541 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #618.

Rockefeller Capital Management first reported a position in IBDX in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Rockefeller Capital Management held 527,541 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $13.3M as of Q2 2026.
Rockefeller Capital Management bought 7,818 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $197K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #618 holding.
Rockefeller Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.