Rockefeller Capital Management
IBMK

Rockefeller Capital Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Rockefeller Capital Management’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,005
Closed -$51K – 4389
2022
Q3 		$51K Sell
2,005
-30
-1% -$777 ﹤0.01% 2340
2022
Q2 		$52K Buy
2,035
+1,334
+190% +$34.6K ﹤0.01% 2268
2022
Q1 		$18K Buy
701
+668
+2,024% +$17.4K ﹤0.01% 2785
2021
Q4 		$0 Sell
33
-251
-88% -$6.55K ﹤0.01% 4080
2021
Q3 		$7K Hold
284
– – ﹤0.01% 3071
2021
Q2 		$7K Buy
284
+1
+0.4% +$26 ﹤0.01% 2944
2021
Q1 		$7K Buy
283
+1
+0.4% +$26 ﹤0.01% 2801
2020
Q4 		$7K Buy
+282
New +$7.45K ﹤0.01% 2352

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Rockefeller Capital Management's IBMK Position: Q4 2022 in Review

Rockefeller Capital Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 2,005 shares — an estimated $51K sold.

Rockefeller Capital Management first reported a position in IBMK in Q4 2020 and held it in 8 quarters. The position peaked at $52K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 2,005 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $51K.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 8 quarters.
  • Rockefeller Capital Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $52K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.