Rockefeller Capital Management
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Rockefeller Capital Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Rockefeller Capital Management’s Portfolio IBHE Stock Details IBHE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$420K Sell
2025
Q2 		$481K Buy
2025
Q1 		$479K Sell
2024
Q4 		$565K Buy
2024
Q3 		$567K Buy
2024
Q2 		$514K Sell
2024
Q1 		$561K Buy