Rockefeller Capital Management
IBTH icon

Rockefeller Capital Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Rockefeller Capital Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Hold
7,282
– – ﹤0.01% 2709
2026
Q1 		$163K Buy
7,282
+282
+4% +$6.34K ﹤0.01% 2616
2025
Q4 		$157K Hold
7,000
– – ﹤0.01% 2493
2025
Q3 		$158K Buy
+7,000
New +$157K ﹤0.01% 2351

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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Rockefeller Capital Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 7,282 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Rockefeller Capital Management first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. The position peaked at $163K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Rockefeller Capital Management held 7,282 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $163K as of Q2 2026.
  • Rockefeller Capital Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2709 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $163K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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