Rockefeller Capital Management
IBTK icon

Rockefeller Capital Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Rockefeller Capital Management’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.2K Sell
2,567
-134
-5% -$2.63K ﹤0.01% 3369
2026
Q1 		$53.3K Buy
2,701
+760
+39% +$15.1K ﹤0.01% 3243
2025
Q4 		$38.5K Buy
1,941
+280
+17% +$5.57K ﹤0.01% 3197
2025
Q3 		$33K Buy
+1,661
New +$32.9K ﹤0.01% 3107

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Bank of America
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Envestnet Asset Management
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TAM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 5% in Q2 2026, selling an estimated $2.63K and leaving 2,567 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

Rockefeller Capital Management first reported a position in IBTK in Q3 2025 and has held it in 4 quarters since. The position peaked at $53.3K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Rockefeller Capital Management held 2,567 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $50.2K as of Q2 2026.
  • Rockefeller Capital Management sold 134 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $2.63K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3369 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $53.3K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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