Rockefeller Capital Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Rockefeller Capital Management’s Portfolio IGBH Stock Details IGBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$350K	Buy	14,462 +4,385	+44%	+$107K	﹤0.01%	2173
2025 Q4	$248K	Hold	10,077	–	–	﹤0.01%	2250
2025 Q3	$248K	Hold	10,077	–	–	﹤0.01%	2120
2025 Q2	$243K	Buy	+10,077	New	+$239K	﹤0.01%	1688
2023 Q3	–	Sell	-7,985	Closed	-$190K	–	1651
2023 Q2	$190K	Sell	7,985 -2,522	-24%	-$58.9K	﹤0.01%	1659
2023 Q1	$245K	Buy	10,507 +6	+0.1%	+$141	﹤0.01%	1700
2022 Q4	$243K	Buy	10,501 +10	+0.1%	+$229	﹤0.01%	1574
2022 Q3	$235K	Sell	10,491 -13,941	-57%	-$322K	﹤0.01%	1577
2022 Q2	$563K	Sell	24,432 -2,137	-8%	-$50.3K	﹤0.01%	1212
2022 Q1	$640K	Sell	26,569 -8,354	-24%	-$202K	﹤0.01%	1219
2021 Q4	$867K	Buy	34,923 +4,628	+15%	+$117K	﹤0.01%	1103
2021 Q3	$761K	Buy	30,295 +13,732	+83%	+$346K	﹤0.01%	1098
2021 Q2	$420K	Buy	16,563 +4,344	+36%	+$110K	﹤0.01%	1260
2021 Q1	$312K	Buy	12,219 +7,640	+167%	+$192K	﹤0.01%	1187
2020 Q4	$114K	Buy	+4,579	New	+$111K	﹤0.01%	1387

Other funds holding IGBH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 44% in Q1 2026, buying an estimated $107K and bringing the position to 14,462 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Rockefeller Capital Management first reported a position in IGBH in Q4 2020 and has held it in 15 quarters since. The position peaked at $867K in Q4 2021. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

Rockefeller Capital Management held 14,462 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $350K as of Q1 2026.
Rockefeller Capital Management bought 4,385 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $107K.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2173 holding.
Rockefeller Capital Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
Rockefeller Capital Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $867K in Q4 2021.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

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