Rockefeller Capital Management
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Rockefeller Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Rockefeller Capital Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34M Buy
647,210
+22,939
+4% +$1.21M 0.06% 306
2025
Q4 		$33M Buy
624,271
+38,267
+7% +$2.03M 0.06% 312
2025
Q3 		$31.1M Buy
586,004
+22,596
+4% +$1.19M 0.06% 291
2025
Q2 		$29.7M Sell
563,408
-159,735
-22% -$8.35M 0.07% 278
2025
Q1 		$37.9M Buy
723,143
+40,797
+6% +$2.12M 0.09% 206
2024
Q4 		$35.3M Buy
682,346
+225,912
+49% +$11.7M 0.09% 215
2024
Q3 		$24M Buy
456,434
+227,278
+99% +$11.8M 0.06% 292
2024
Q2 		$11.7M Buy
229,156
+5,244
+2% +$268K 0.03% 461
2024
Q1 		$11.5M Buy
223,912
+70,044
+46% +$3.58M 0.03% 456
2023
Q4 		$7.89M Buy
153,868
+9,657
+7% +$485K 0.03% 524
2023
Q3 		$7.19M Buy
144,211
+4,065
+3% +$203K 0.03% 503
2023
Q2 		$7.03M Sell
140,146
-8,927
-6% -$450K 0.03% 523
2023
Q1 		$7.53M Buy
149,073
+8,454
+6% +$424K 0.03% 483
2022
Q4 		$7M Sell
140,619
-24,685
-15% -$1.22M 0.04% 458
2022
Q3 		$8.14M Sell
165,304
-48,563
-23% -$2.45M 0.04% 409
2022
Q2 		$10.8M Sell
213,867
-10,443
-5% -$532K 0.06% 326
2022
Q1 		$11.6M Sell
224,310
-29,127
-11% -$1.54M 0.06% 327
2021
Q4 		$13.7M Sell
253,437
-20,373
-7% -$1.1M 0.06% 288
2021
Q3 		$15M Buy
273,810
+10,455
+4% +$573K 0.08% 256
2021
Q2 		$14.4M Buy
263,355
+152,836
+138% +$8.37M 0.08% 247
2021
Q1 		$6.04M Buy
110,519
+13,652
+14% +$750K 0.04% 330
2020
Q4 		$5.34M Buy
96,867
+3,819
+4% +$210K 0.04% 314
2020
Q3 		$5.11M Buy
93,048
+2,660
+3% +$146K 0.05% 269
2020
Q2 		$4.95M Buy
90,388
+60,513
+203% +$3.26M 0.05% 247
2020
Q1 		$1.56M Buy
29,875
+11,298
+61% +$601K 0.02% 384
2019
Q4 		$996K Buy
18,577
+11
+0.1% +$590 0.01% 453
2019
Q3 		$996K Buy
18,566
+2,674
+17% +$143K 0.01% 387
2019
Q2 		$849K Hold
15,892
– – 0.01% 362
2019
Q1 		$839K Buy
15,892
+270
+2% +$14.1K 0.01% 401
2018
Q4 		$807K Hold
15,622
– – 0.01% 273
2018
Q3 		$810K Hold
15,622
– – 0.01% 232
2018
Q2 		$810K Hold
15,622
– – 0.01% 231
2018
Q1 		$811K Buy
+15,622
New +$813K 0.01% 234

Other funds holding IGSB

Northern Trust
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MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.7% in Q1 2026, buying an estimated $1.21M and bringing the position to 647,210 shares worth $34M. The position accounts for 0.06% of the portfolio, ranked #306.

Rockefeller Capital Management first reported a position in IGSB in Q1 2018 and has held it in 33 quarters since. The position peaked at $37.9M in Q1 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Rockefeller Capital Management held 647,210 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $34M as of Q1 2026.
  • Rockefeller Capital Management bought 22,939 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.21M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Rockefeller Capital Management's portfolio in Q1 2026, its #306 holding.
  • Rockefeller Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Rockefeller Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $37.9M in Q1 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 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.