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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$972K Buy
38,325
+8,646
+29% +$221K ﹤0.01% 1625
2025
Q4 		$755K Sell
29,679
-4,178
-12% -$106K ﹤0.01% 1687
2025
Q3 		$864K Buy
33,857
+164
+0.5% +$4.17K ﹤0.01% 1488
2025
Q2 		$850K Buy
33,693
+1,334
+4% +$33.3K ﹤0.01% 1386
2025
Q1 		$810K Buy
32,359
+3,626
+13% +$90.9K ﹤0.01% 1332
2024
Q4 		$718K Sell
28,733
-1,830
-6% -$46.1K ﹤0.01% 1363
2024
Q3 		$779K Buy
30,563
+435
+1% +$11K ﹤0.01% 1310
2024
Q2 		$749K Sell
30,128
-430
-1% -$10.7K ﹤0.01% 1321
2024
Q1 		$771K Buy
30,558
+141
+0.5% +$3.58K ﹤0.01% 1342
2023
Q4 		$779K Buy
+30,417
New +$746K ﹤0.01% 1227

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