Rockefeller Capital Management
IBMO icon

Rockefeller Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Rockefeller Capital Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Sell
6,450
-5,247
-45% -$134K ﹤0.01% 2705
2026
Q1 		$300K Buy
11,697
+21
+0.2% +$539 ﹤0.01% 2260
2025
Q4 		$299K Buy
11,676
+42
+0.4% +$1.08K ﹤0.01% 2159
2025
Q3 		$299K Buy
11,634
+1,231
+12% +$31.6K ﹤0.01% 2022
2025
Q2 		$267K Buy
10,403
+30
+0.3% +$766 ﹤0.01% 1675
2025
Q1 		$265K Buy
+10,373
New +$265K ﹤0.01% 1608

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 45% in Q2 2026, selling an estimated $134K and leaving 6,450 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Rockefeller Capital Management first reported a position in IBMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $300K in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Rockefeller Capital Management held 6,450 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $165K as of Q2 2026.
  • Rockefeller Capital Management sold 5,247 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $134K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2705 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $300K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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