Rockefeller Capital Management
IBTB

Rockefeller Capital Management’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Rockefeller Capital Management’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-327,052
Closed -$8.3M – 4378
2022
Q3 		$8.3M Buy
327,052
+23,761
+8% +$602K 0.04% 406
2022
Q2 		$7.68M Buy
+303,291
New +$7.69M 0.04% 410

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Rockefeller Capital Management's IBTB Position: Q4 2022 in Review

Rockefeller Capital Management sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 327,052 shares — an estimated $8.3M sold.

Rockefeller Capital Management first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $8.3M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 327,052 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $8.3M.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Rockefeller Capital Management's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $8.3M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.