Rockefeller Capital Management
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Rockefeller Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Rockefeller Capital Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$156 – 4803
2026
Q1 		$156 Hold
7
– – ﹤0.01% 4615
2025
Q4 		$157 Buy
+7
New +$157 ﹤0.01% 4605

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Focus Partners Wealth
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Rockefeller Capital Management sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026, closing a stake of 7 shares — an estimated $156 sold.

Rockefeller Capital Management first reported a position in IBTI in Q4 2025 and held it in 2 quarters. The position peaked at $157 in Q4 2025. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Rockefeller Capital Management reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 7 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $156.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Rockefeller Capital Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $157 in Q4 2025.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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