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
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 $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.66% in Q1 2026, buying an estimated $221 and bringing the position to 1,369 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Rockefeller Capital Management first reported a position in IBTO in Q3 2025 and has held it in 3 quarters since. The position peaked at $33.4K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Rockefeller Capital Management held 1,369 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $33.4K as of Q1 2026.
  • Rockefeller Capital Management bought 9 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $221.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3470 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $33.4K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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