Rockefeller Capital Management
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Rockefeller Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Rockefeller Capital Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$433K Sell
16,914
-4,561
-21% -$116K ﹤0.01% 2166
2026
Q1 		$548K Buy
21,475
+2,246
+12% +$57.6K ﹤0.01% 1933
2025
Q4 		$492K Buy
19,229
+43
+0.2% +$1.1K ﹤0.01% 1912
2025
Q3 		$492K Buy
19,186
+1,032
+6% +$26.4K ﹤0.01% 1777
2025
Q2 		$461K Buy
18,154
+1,432
+9% +$36.1K ﹤0.01% 1576
2025
Q1 		$423K Buy
16,722
+4,021
+32% +$102K ﹤0.01% 1531
2024
Q4 		$320K Buy
12,701
+40
+0.3% +$1.01K ﹤0.01% 1587
2024
Q3 		$325K Buy
12,661
+30
+0.2% +$761 ﹤0.01% 1533
2024
Q2 		$316K Buy
12,631
+30
+0.2% +$751 ﹤0.01% 1541
2024
Q1 		$318K Buy
12,601
+19
+0.2% +$483 ﹤0.01% 1577
2023
Q4 		$322K Buy
12,582
+2,413
+24% +$60K ﹤0.01% 1449
2023
Q3 		$248K Buy
+10,169
New +$254K ﹤0.01% 1446
2023
Q1 		– Sell
-3,738
Closed -$93K – 2869
2022
Q4 		$93K Buy
3,738
+18
+0.5% +$444 ﹤0.01% 2065
2022
Q3 		$90K Buy
3,720
+3,032
+441% +$76.2K ﹤0.01% 2047
2022
Q2 		$17K Buy
688
+2
+0.3% +$50 ﹤0.01% 2830
2022
Q1 		$17K Buy
686
+1
+0.1% +$26 ﹤0.01% 2796
2021
Q4 		$18K Sell
685
-147
-18% -$4K ﹤0.01% 2688
2021
Q3 		$22K Buy
832
+168
+25% +$4.62K ﹤0.01% 2540
2021
Q2 		$18K Buy
664
+1
+0.2% +$27 ﹤0.01% 2532
2021
Q1 		$18K Buy
+663
New +$18.2K ﹤0.01% 2329

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 21% in Q2 2026, selling an estimated $116K and leaving 16,914 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Rockefeller Capital Management first reported a position in IBMQ in Q1 2021 and has held it in 20 quarters since. The position peaked at $548K in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Rockefeller Capital Management held 16,914 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $433K as of Q2 2026.
  • Rockefeller Capital Management sold 4,561 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2166 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $548K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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