Rockefeller Capital Management
IBTD

Rockefeller Capital Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Rockefeller Capital Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,659,922
Closed -$66M – 1612
2023
Q3 		$66M Buy
2,659,922
+106,874
+4% +$2.65M 0.25% 97
2023
Q2 		$63.3M Buy
2,553,048
+219,571
+9% +$5.44M 0.25% 97
2023
Q1 		$57.9M Buy
2,333,477
+260,424
+13% +$6.44M 0.25% 98
2022
Q4 		$51.2M Buy
2,073,053
+1,403,625
+210% +$34.7M 0.26% 102
2022
Q3 		$16.6M Buy
669,428
+362,046
+118% +$9M 0.09% 254
2022
Q2 		$7.66M Buy
+307,382
New +$7.69M 0.04% 412

Other funds holding IBTD

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BTI
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IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return