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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,100	Closed	-$420K	–	4748
2025 Q3	$420K	Sell	18,100 -2,562	-12%	-$59.4K	﹤0.01%	1851
2025 Q2	$481K	Buy	20,662 +33	+0.2%	+$765	﹤0.01%	1565
2025 Q1	$479K	Sell	20,629 -3,731	-15%	-$86.7K	﹤0.01%	1491
2024 Q4	$565K	Buy	24,360 +47	+0.2%	+$1.09K	﹤0.01%	1436
2024 Q3	$567K	Buy	24,313 +2,213	+10%	+$51.4K	﹤0.01%	1396
2024 Q2	$514K	Sell	22,100 -1,900	-8%	-$44.2K	﹤0.01%	1421
2024 Q1	$561K	Buy	+24,000	New	+$558K	﹤0.01%	1436

Other funds holding IBHE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rockefeller Capital Management's IBHE Position: Q4 2025 in Review

Rockefeller Capital Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 18,100 shares — an estimated $420K sold.

Rockefeller Capital Management first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $567K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Rockefeller Capital Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Rockefeller Capital Management sold 18,100 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $420K.
Rockefeller Capital Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
Rockefeller Capital Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $567K in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.