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
Q2 		$8.7K Buy
199
+2
+1% +$87 ﹤0.01% 4065
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 $95.2B AUM 32.92% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management's IMTB Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 1% in Q2 2026, buying an estimated $87 and bringing the position to 199 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4065.

Rockefeller Capital Management first reported a position in IMTB in Q3 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Rockefeller Capital Management held 199 shares of iShares Core 5-10 Year USD Bond ETF worth $8.7K as of Q2 2026.
  • Rockefeller Capital Management bought 2 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $87.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4065 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 4 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.