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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 15% in Q2 2026, selling an estimated $142K and leaving 32,715 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Rockefeller Capital Management first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $972K in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Rockefeller Capital Management held 32,715 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $831K as of Q2 2026.
Rockefeller Capital Management sold 5,610 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $142K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1818 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 11 quarters since.
Rockefeller Capital Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $972K in Q1 2026.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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