Rockefeller Capital Management
IBTF

Rockefeller Capital Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Rockefeller Capital Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-365,571
Closed -$8.54M – 4750
2025
Q3 		$8.54M Buy
365,571
+129,883
+55% +$3.03M 0.02% 671
2025
Q2 		$5.51M Sell
235,688
-87,531
-27% -$2.04M 0.01% 761
2025
Q1 		$7.55M Sell
323,219
-270,116
-46% -$6.3M 0.02% 639
2024
Q4 		$13.8M Sell
593,335
-37,592
-6% -$877K 0.04% 449
2024
Q3 		$14.8M Sell
630,927
-229,141
-27% -$5.34M 0.04% 426
2024
Q2 		$20M Sell
860,068
-207,915
-19% -$4.82M 0.06% 322
2024
Q1 		$24.8M Buy
1,067,983
+978,586
+1,095% +$22.7M 0.07% 272
2023
Q4 		$2.08M Buy
+89,397
New +$2.07M 0.01% 895
2023
Q1 		– Sell
-1,332
Closed -$31K – 2872
2022
Q4 		$31K Buy
+1,332
New +$31K ﹤0.01% 2614

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Rockefeller Capital Management's IBTF Position: Q4 2025 in Review

Rockefeller Capital Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 365,571 shares — an estimated $8.54M sold.

Rockefeller Capital Management first reported a position in IBTF in Q4 2022 and held it in 9 quarters. The position peaked at $24.8M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 365,571 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $8.54M.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 9 quarters.
  • Rockefeller Capital Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $24.8M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.