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 Q3	$844K	Buy	34,128 +1,413	+4%	+$35.6K	﹤0.01%	1844
2026 Q2	$831K	Sell	32,715 -5,610	-15%	-$142K	﹤0.01%	1818
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

Other funds holding IBMR

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Paradiem Covington, Louisiana $459M AUM 33.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $799M AUM 27.46% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rockefeller Capital Management's IBMR Position: Q3 2026 in Review

Rockefeller Capital Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 4.3% in Q3 2026, buying an estimated $35.6K and bringing the position to 34,128 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Rockefeller Capital Management first reported a position in IBMR in Q4 2023 and has held it in 12 quarters since. The position peaked at $972K in Q1 2026. 139 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

Rockefeller Capital Management held 34,128 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $844K as of Q3 2026.
Rockefeller Capital Management bought 1,413 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $35.6K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1844 holding.
Rockefeller Capital Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Rockefeller Capital Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $972K in Q1 2026.
139 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.