Rockefeller Capital Management
IBTO icon

Rockefeller Capital Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Rockefeller Capital Management’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.4K Buy
1,384
+15
+1% +$363 ﹤0.01% 3539
2026
Q1 		$33.4K Buy
1,369
+9
+0.7% +$221 ﹤0.01% 3470
2025
Q4 		$33.4K Buy
1,360
+18
+1% +$445 ﹤0.01% 3263
2025
Q3 		$33.1K Buy
+1,342
New +$32.8K ﹤0.01% 3105

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.1% in Q2 2026, buying an estimated $363 and bringing the position to 1,384 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

Rockefeller Capital Management first reported a position in IBTO in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.4K in Q4 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Rockefeller Capital Management held 1,384 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $33.4K as of Q2 2026.
  • Rockefeller Capital Management bought 15 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $363.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3539 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $33.4K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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