Rockefeller Capital Management
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Rockefeller Capital Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Rockefeller Capital Management’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Buy
6,247
+554
+10% +$26.8K ﹤0.01% 2374
2026
Q1 		$276K Sell
5,693
-1,544
-21% -$75.2K ﹤0.01% 2304
2025
Q4 		$353K Buy
7,237
+4,408
+156% +$215K ﹤0.01% 2081
2025
Q3 		$138K Buy
+2,829
New +$138K ﹤0.01% 2409
2025
Q1 		– Sell
-94,549
Closed -$4.52M – 1702
2024
Q4 		$4.52M Buy
94,549
+3,701
+4% +$178K 0.01% 750
2024
Q3 		$4.42M Buy
90,848
+236
+0.3% +$11.4K 0.01% 747
2024
Q2 		$4.29M Sell
90,612
-12,250
-12% -$578K 0.01% 735
2024
Q1 		$4.88M Sell
102,862
-6,115
-6% -$290K 0.01% 698
2023
Q4 		$5.18M Sell
108,977
-8,210
-7% -$383K 0.02% 625
2023
Q3 		$5.44M Buy
117,187
+5,794
+5% +$270K 0.02% 560
2023
Q2 		$5.2M Buy
111,393
+12,084
+12% +$568K 0.02% 586
2023
Q1 		$4.68M Sell
99,309
-1,898
-2% -$88.8K 0.02% 581
2022
Q4 		$4.7M Buy
101,207
+100,835
+27,106% +$4.67M 0.02% 542
2022
Q3 		$17K Buy
372
+1
+0.3% +$47 ﹤0.01% 2845
2022
Q2 		$17K Sell
371
-4,409
-92% -$210K ﹤0.01% 2831
2022
Q1 		$231K Sell
4,780
-19,434
-80% -$960K ﹤0.01% 1625
2021
Q4 		$1.22M Buy
24,214
+1,170
+5% +$59.3K 0.01% 978
2021
Q3 		$1.18M Buy
+23,044
New +$1.18M 0.01% 942
2020
Q2 		– Sell
-1,536
Closed -$78K – 2628
2020
Q1 		$78K Buy
+1,536
New +$77.5K ﹤0.01% 1093

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 9.7% in Q2 2026, buying an estimated $26.8K and bringing the position to 6,247 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Rockefeller Capital Management first reported a position in ISTB in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.44M in Q3 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Rockefeller Capital Management held 6,247 shares of iShares Core 1-5 Year USD Bond ETF worth $301K as of Q2 2026.
  • Rockefeller Capital Management bought 554 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $26.8K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2374 holding.
  • Rockefeller Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Rockefeller Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $5.44M in Q3 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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