Rockefeller Capital Management
ILTB icon

Rockefeller Capital Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Rockefeller Capital Management’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4
Closed – – 4029
2022
Q3 		$0 Buy
+4
New +$221 ﹤0.01% 4116

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management's ILTB Position: Q4 2022 in Review

Rockefeller Capital Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2022, closing a stake of 4 shares.

Rockefeller Capital Management first reported a position in ILTB in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 63 funds tracked by Wall St. Rank hold ILTB as of Q4 2022.

  • Rockefeller Capital Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 4 iShares Core 10+ Year USD Bond ETF shares in Q4 2022.
  • Rockefeller Capital Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's iShares Core 10+ Year USD Bond ETF position peaked at $0 in Q3 2022.
  • 63 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.