Rockefeller Capital Management
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Rockefeller Capital Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Rockefeller Capital Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2M Buy
508,731
+7,020
+1% +$183K 0.02% 583
2025
Q4 		$13.1M Buy
501,711
+7,566
+2% +$198K 0.02% 567
2025
Q3 		$13M Buy
494,145
+1,226
+0.2% +$31.8K 0.03% 556
2025
Q2 		$12.8M Sell
492,919
-12,275
-2% -$311K 0.03% 539
2025
Q1 		$12.9M Buy
505,194
+20,557
+4% +$520K 0.03% 493
2024
Q4 		$12.2M Sell
484,637
-7,815
-2% -$200K 0.03% 505
2024
Q3 		$13M Buy
492,452
+32,483
+7% +$842K 0.04% 460
2024
Q2 		$11.6M Buy
459,969
+12,226
+3% +$306K 0.03% 472
2024
Q1 		$11.4M Buy
+447,743
New +$11.4M 0.03% 462

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.4% in Q1 2026, buying an estimated $183K and bringing the position to 508,731 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #583.

Rockefeller Capital Management first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Rockefeller Capital Management held 508,731 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $13.2M as of Q1 2026.
  • Rockefeller Capital Management bought 7,020 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $183K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #583 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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