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 Q2	$189K	Sell	7,677 -6,785	-47%	-$166K	﹤0.01%	2630
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QFP

Quantum Financial Partners Overland Park, Kansas $196M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

SIS

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

MFG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 47% in Q2 2026, selling an estimated $166K and leaving 7,677 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Rockefeller Capital Management first reported a position in IGBH in Q4 2020 and has held it in 16 quarters since. The position peaked at $867K in Q4 2021. 51 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

Rockefeller Capital Management held 7,677 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $189K as of Q2 2026.
Rockefeller Capital Management sold 6,785 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $166K.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2630 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 16 quarters since.
Rockefeller Capital Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $867K in Q4 2021.
51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

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