Rockefeller Capital Management
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Rockefeller Capital Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Rockefeller Capital Management’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$526K Buy
11,514
+1,212
+12% +$58.2K ﹤0.01% 2107
2026
Q2 		$516K Sell
10,302
-1,949
-16% -$97.1K ﹤0.01% 2071
2026
Q1 		$608K Sell
12,251
-4,298
-26% -$217K ﹤0.01% 1857
2025
Q4 		$835K Buy
16,549
+1,120
+7% +$57.4K ﹤0.01% 1634
2025
Q3 		$795K Buy
15,429
+1,397
+10% +$70.4K ﹤0.01% 1535
2025
Q2 		$705K Sell
14,032
-5,609
-29% -$274K ﹤0.01% 1448
2025
Q1 		$987K Sell
19,641
-2,994
-13% -$149K ﹤0.01% 1266
2024
Q4 		$1.12M Buy
22,635
+1,095
+5% +$56.2K ﹤0.01% 1208
2024
Q3 		$1.15M Sell
21,540
-1,634
-7% -$85.2K ﹤0.01% 1184
2024
Q2 		$1.16M Sell
23,174
-13,911
-38% -$696K ﹤0.01% 1159
2024
Q1 		$1.91M Buy
+37,085
New +$1.9M 0.01% 1022
2023
Q1 		– Sell
-3,483
Closed -$172K – 2894
2022
Q4 		$172K Buy
3,483
+523
+18% +$25.8K ﹤0.01% 1736
2022
Q3 		$142K Buy
2,960
+760
+35% +$40.5K ﹤0.01% 1809
2022
Q2 		$115K Buy
2,200
+1,738
+376% +$96.2K ﹤0.01% 1864
2022
Q1 		$27K Sell
462
-718
-61% -$45.9K ﹤0.01% 2595
2021
Q4 		$80K Buy
1,180
+1,099
+1,357% +$76.8K ﹤0.01% 2031
2021
Q3 		$5K Sell
81
-490
-86% -$34.8K ﹤0.01% 3172
2021
Q2 		$40K Buy
571
+354
+163% +$24.1K ﹤0.01% 2176
2021
Q1 		$14K Sell
217
-195
-47% -$13.4K ﹤0.01% 2444
2020
Q4 		$30K Buy
412
+298
+261% +$21.3K ﹤0.01% 1851
2020
Q3 		$8K Buy
+114
New +$8.18K ﹤0.01% 2080

Other funds holding IGLB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Rockefeller Capital Management's IGLB Position: Q3 2026 in Review

Rockefeller Capital Management increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 12% in Q3 2026, buying an estimated $58.2K and bringing the position to 11,514 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Rockefeller Capital Management first reported a position in IGLB in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.91M in Q1 2024. 178 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

  • Rockefeller Capital Management held 11,514 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $526K as of Q3 2026.
  • Rockefeller Capital Management bought 1,212 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $58.2K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2107 holding.
  • Rockefeller Capital Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Rockefeller Capital Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.91M in Q1 2024.
  • 178 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.