Rockefeller Capital Management
IBMN

Rockefeller Capital Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Rockefeller Capital Management’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,069
Closed -$377K – 4749
2025
Q3 		$377K Buy
14,069
+43
+0.3% +$1.15K ﹤0.01% 1908
2025
Q2 		$375K Buy
14,026
+43
+0.3% +$1.15K ﹤0.01% 1622
2025
Q1 		$374K Buy
+13,983
New +$373K ﹤0.01% 1554

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Rockefeller Capital Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 14,069 shares — an estimated $377K sold.

Rockefeller Capital Management first reported a position in IBMN in Q1 2025 and held it in 3 quarters. The position peaked at $377K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 14,069 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $377K.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2025 and held it in 3 quarters.
  • Rockefeller Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $377K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

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