Rockefeller Capital Management
IMTB icon

Rockefeller Capital Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Rockefeller Capital Management’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.64K Buy
197
+2
+1% +$88 ﹤0.01% 4061
2025
Q4 		$8.65K Buy
195
+3
+2% +$133 ﹤0.01% 3868
2025
Q3 		$8.53K Buy
+192
New +$8.39K ﹤0.01% 3714

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 1% in Q1 2026, buying an estimated $88 and bringing the position to 197 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #4061.

Rockefeller Capital Management first reported a position in IMTB in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.65K in Q4 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Rockefeller Capital Management held 197 shares of iShares Core 5-10 Year USD Bond ETF worth $8.64K as of Q1 2026.
  • Rockefeller Capital Management bought 2 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $88.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4061 holding.
  • Rockefeller Capital Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's iShares Core 5-10 Year USD Bond ETF position peaked at $8.65K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

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