Rockefeller Capital Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89M	Buy	64,154 +23,784	+59%	+$1.07M	﹤0.01%	1216
2026 Q1	$1.82M	Sell	40,370 -7,313	-15%	-$333K	﹤0.01%	1348
2025 Q4	$2.18M	Buy	47,683 +4,215	+10%	+$193K	﹤0.01%	1207
2025 Q3	$2M	Buy	43,468 +5,969	+16%	+$272K	﹤0.01%	1165
2025 Q2	$1.7M	Buy	37,499 +21,611	+136%	+$963K	﹤0.01%	1163
2025 Q1	$715K	Buy	15,888 +5,781	+57%	+$258K	﹤0.01%	1375
2024 Q4	$448K	Buy	+10,107	New	+$457K	﹤0.01%	1502

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 59% in Q2 2026, buying an estimated $1.07M and bringing the position to 64,154 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Rockefeller Capital Management first reported a position in IGEB in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Rockefeller Capital Management held 64,154 shares of iShares Investment Grade Systematic Bond ETF worth $2.89M as of Q2 2026.
Rockefeller Capital Management bought 23,784 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $1.07M.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1216 holding.
Rockefeller Capital Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

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