Rockefeller Capital Management
IBMM

Rockefeller Capital Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Rockefeller Capital Management’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,104
Closed -$264K – 1745
2024
Q3 		$264K Buy
10,104
+54
+0.5% +$1.41K ﹤0.01% 1565
2024
Q2 		$262K Buy
10,050
+44
+0.4% +$1.14K ﹤0.01% 1583
2024
Q1 		$260K Buy
+10,006
New +$260K ﹤0.01% 1624
2023
Q1 		– Sell
-1,327
Closed -$34K – 4249
2022
Q4 		$34K Buy
1,327
+7
+0.5% +$180 ﹤0.01% 2574
2022
Q3 		$33K Sell
1,320
-9,747
-88% -$253K ﹤0.01% 2557
2022
Q2 		$287K Buy
11,067
+26
+0.2% +$672 ﹤0.01% 1480
2022
Q1 		$287K Sell
11,041
-183
-2% -$4.83K ﹤0.01% 1545
2021
Q4 		$300K Buy
11,224
+31
+0.3% +$833 ﹤0.01% 1502
2021
Q3 		$301K Buy
11,193
+22
+0.2% +$594 ﹤0.01% 1438
2021
Q2 		$301K Buy
11,171
+87
+0.8% +$2.35K ﹤0.01% 1365
2021
Q1 		$299K Sell
11,084
-1,948
-15% -$52.7K ﹤0.01% 1200
2020
Q4 		$353K Buy
+13,032
New +$353K ﹤0.01% 1029

Other funds holding IBMM

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

Rockefeller Capital Management's IBMM Position: Q4 2024 in Review

Rockefeller Capital Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 10,104 shares — an estimated $264K sold.

Rockefeller Capital Management first reported a position in IBMM in Q4 2020 and held it in 12 quarters. The position peaked at $353K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rockefeller Capital Management sold 10,104 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $264K.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 12 quarters.
  • Rockefeller Capital Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $353K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Rockefeller Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.