Rockefeller Capital Management
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Rockefeller Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Rockefeller Capital Management’s Portfolio IBMR Stock Details IBMR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$864K Buy
2025
Q2 		$850K Buy
2025
Q1 		$810K Buy
2024
Q4 		$718K Sell
2024
Q3 		$779K Buy
2024
Q2 		$749K Sell
2024
Q1 		$771K Buy
2023
Q4 		$779K Buy