Rockefeller Capital Management
IEF icon

Rockefeller Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rockefeller Capital Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.2M Sell
704,626
-274,568
-28% -$26.4M 0.12% 166
2025
Q4 		$94.2M Buy
979,194
+526,374
+116% +$50.9M 0.17% 117
2025
Q3 		$43.7M Buy
452,820
+39,610
+10% +$3.79M 0.09% 212
2025
Q2 		$39.6M Sell
413,210
-151,783
-27% -$14.4M 0.09% 227
2025
Q1 		$53.9M Buy
564,993
+12,998
+2% +$1.22M 0.13% 157
2024
Q4 		$50.9M Buy
551,995
+169,940
+44% +$16.1M 0.13% 161
2024
Q3 		$37.4M Buy
382,055
+1,779
+0.5% +$172K 0.1% 205
2024
Q2 		$35.5M Sell
380,276
-127,634
-25% -$11.9M 0.1% 196
2024
Q1 		$48M Buy
507,910
+91,040
+22% +$8.63M 0.14% 154
2023
Q4 		$40.2M Sell
416,870
-218,476
-34% -$20.2M 0.13% 167
2023
Q3 		$58.2M Buy
635,346
+53,349
+9% +$5.03M 0.22% 106
2023
Q2 		$56.2M Buy
581,997
+367,361
+171% +$36.1M 0.22% 110
2023
Q1 		$21.3M Buy
214,636
+6,996
+3% +$684K 0.09% 245
2022
Q4 		$19.9M Buy
207,640
+4,214
+2% +$405K 0.1% 228
2022
Q3 		$19.5M Sell
203,426
-35,186
-15% -$3.57M 0.1% 217
2022
Q2 		$24.4M Sell
238,612
-8,897
-4% -$913K 0.13% 170
2022
Q1 		$26.6M Buy
247,509
+49,504
+25% +$5.49M 0.13% 174
2021
Q4 		$22.8M Buy
198,005
+26,656
+16% +$3.06M 0.11% 203
2021
Q3 		$19.7M Buy
171,349
+7,913
+5% +$925K 0.1% 214
2021
Q2 		$18.9M Buy
163,436
+5,664
+4% +$648K 0.11% 212
2021
Q1 		$17.8M Buy
157,772
+53,108
+51% +$6.19M 0.12% 189
2020
Q4 		$12.6M Buy
104,664
+40,817
+64% +$4.91M 0.1% 208
2020
Q3 		$7.78M Buy
63,847
+60,456
+1,783% +$7.38M 0.07% 219
2020
Q2 		$413K Sell
3,391
-1,281
-27% -$156K ﹤0.01% 768
2020
Q1 		$568K Buy
4,672
+742
+19% +$85.4K 0.01% 584
2019
Q4 		$433K Buy
3,930
+65
+2% +$7.25K 0.01% 609
2019
Q3 		$435K Buy
3,865
+499
+15% +$55.7K 0.01% 502
2019
Q2 		$370K Buy
3,366
+11
+0.3% +$1.18K 0.01% 492
2019
Q1 		$358K Buy
3,355
+1,915
+133% +$200K 0.01% 523
2018
Q4 		$150K Hold
1,440
– – ﹤0.01% 421
2018
Q3 		$146K Hold
1,440
– – ﹤0.01% 374
2018
Q2 		$148K Hold
1,440
– – ﹤0.01% 357
2018
Q1 		$149K Buy
+1,440
New +$148K ﹤0.01% 352

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 28% in Q1 2026, selling an estimated $26.4M and leaving 704,626 shares worth $67.2M. The position accounts for 0.12% of the portfolio, ranked #166.

Rockefeller Capital Management first reported a position in IEF in Q1 2018 and has held it in 33 quarters since. The position peaked at $94.2M in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Rockefeller Capital Management held 704,626 shares of iShares 7-10 Year Treasury Bond ETF worth $67.2M as of Q1 2026.
  • Rockefeller Capital Management sold 274,568 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $26.4M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of Rockefeller Capital Management's portfolio in Q1 2026, its #166 holding.
  • Rockefeller Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Rockefeller Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $94.2M in Q4 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

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