Rockefeller Capital Management
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Rockefeller Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Rockefeller Capital Management’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8M Sell
240,955
-509,301
-68% -$27.4M 0.02% 590
2025
Q4 		$40.4M Buy
750,256
+576,061
+331% +$31.1M 0.07% 257
2025
Q3 		$9.42M Buy
174,195
+83,928
+93% +$4.49M 0.02% 639
2025
Q2 		$4.81M Buy
90,267
+12,779
+16% +$667K 0.01% 808
2025
Q1 		$4.07M Sell
77,488
-11,785
-13% -$612K 0.01% 805
2024
Q4 		$4.6M Buy
89,273
+4,672
+6% +$245K 0.01% 745
2024
Q3 		$4.54M Buy
84,601
+11,821
+16% +$623K 0.01% 732
2024
Q2 		$3.73M Sell
72,780
-34,634
-32% -$1.76M 0.01% 787
2024
Q1 		$5.54M Buy
107,414
+67,679
+170% +$3.48M 0.02% 668
2023
Q4 		$2.07M Buy
39,735
+4,641
+13% +$229K 0.01% 896
2023
Q3 		$1.71M Buy
35,094
+1,130
+3% +$56.3K 0.01% 894
2023
Q2 		$1.72M Sell
33,964
-62
-0.2% -$3.15K 0.01% 900
2023
Q1 		$1.74M Buy
34,026
+242
+0.7% +$12.3K 0.01% 866
2022
Q4 		$1.67M Sell
33,784
-6,069
-15% -$297K 0.01% 820
2022
Q3 		$1.92M Sell
39,853
-15,862
-28% -$811K 0.01% 774
2022
Q2 		$2.84M Buy
55,715
+2,511
+5% +$131K 0.02% 660
2022
Q1 		$2.92M Buy
53,204
+3,860
+8% +$219K 0.01% 684
2021
Q4 		$2.92M Buy
49,344
+871
+2% +$51.8K 0.01% 694
2021
Q3 		$2.91M Buy
48,473
+5,922
+14% +$360K 0.02% 640
2021
Q2 		$2.58M Buy
42,551
+19,179
+82% +$1.15M 0.01% 648
2021
Q1 		$1.38M Sell
23,372
-2,108
-8% -$128K 0.01% 690
2020
Q4 		$1.57M Buy
25,480
+6,660
+35% +$407K 0.01% 579
2020
Q3 		$1.14M Sell
18,820
-4,626
-20% -$282K 0.01% 564
2020
Q2 		$1.42M Buy
23,446
+17,340
+284% +$1.01M 0.01% 466
2020
Q1 		$335K Sell
6,106
-2,156
-26% -$125K ﹤0.01% 696
2019
Q4 		$479K Buy
8,262
+2,168
+36% +$126K 0.01% 593
2019
Q3 		$353K Buy
6,094
+5,744
+1,641% +$330K ﹤0.01% 525
2019
Q2 		$20K Buy
+350
New +$19.4K ﹤0.01% 1027
2019
Q1 		– Sell
-400
Closed -$21K – 1927
2018
Q4 		$21K Sell
400
-2,864
-88% -$150K ﹤0.01% 610
2018
Q3 		$173K Hold
3,264
– – ﹤0.01% 358
2018
Q2 		$173K Hold
3,264
– – ﹤0.01% 342
2018
Q1 		$175K Buy
+3,264
New +$176K ﹤0.01% 337

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 68% in Q1 2026, selling an estimated $27.4M and leaving 240,955 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #590.

Rockefeller Capital Management first reported a position in IGIB in Q1 2018 and has held it in 32 quarters since. The position peaked at $40.4M in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Rockefeller Capital Management held 240,955 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12.8M as of Q1 2026.
  • Rockefeller Capital Management sold 509,301 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $27.4M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #590 holding.
  • Rockefeller Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • Rockefeller Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $40.4M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

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