Rockefeller Capital Management
IBHF icon

Rockefeller Capital Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Rockefeller Capital Management’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$198K Buy
8,737
+53
+0.6% +$1.21K ﹤0.01% 2609
2026
Q1 		$199K Buy
8,684
+231
+3% +$5.32K ﹤0.01% 2496
2025
Q4 		$195K Buy
8,453
+3,353
+66% +$77.8K ﹤0.01% 2385
2025
Q3 		$119K Buy
+5,100
New +$119K ﹤0.01% 2507

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.61% in Q2 2026, buying an estimated $1.21K and bringing the position to 8,737 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Rockefeller Capital Management first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $199K in Q1 2026. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Rockefeller Capital Management held 8,737 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $198K as of Q2 2026.
  • Rockefeller Capital Management bought 53 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.21K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2609 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $199K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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