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
Q1 		$156 Hold
7
– – ﹤0.01% 4615
2025
Q4 		$157 Buy
+7
New +$157 ﹤0.01% 4605

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Rockefeller Capital Management's IBTI Position: Q1 2026 in Review

Rockefeller Capital Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q1 2026 at 7 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #4615.

Rockefeller Capital Management first reported a position in IBTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $157 in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Rockefeller Capital Management held 7 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $156 as of Q1 2026.
  • Rockefeller Capital Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4615 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $157 in Q4 2025.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.