Rockefeller Capital Management
LQD icon

Rockefeller Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rockefeller Capital Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37M Buy
338,916
+2,088
+0.6% +$228K 0.06% 310
2026
Q1 		$36.7M Sell
336,828
-27,532
-8% -$3.04M 0.07% 282
2025
Q4 		$40.1M Buy
364,360
+166,571
+84% +$18.5M 0.07% 260
2025
Q3 		$22M Buy
197,789
+3,603
+2% +$396K 0.04% 386
2025
Q2 		$23.1M Buy
194,186
+28,181
+17% +$3.02M 0.05% 344
2025
Q1 		$18M Buy
166,005
+43,349
+35% +$4.67M 0.04% 394
2024
Q4 		$13.1M Buy
122,656
+28,297
+30% +$3.1M 0.03% 469
2024
Q3 		$10.7M Buy
94,359
+5,860
+7% +$648K 0.03% 526
2024
Q2 		$9.48M Sell
88,499
-2,970
-3% -$317K 0.03% 531
2024
Q1 		$9.96M Sell
91,469
-1,012
-1% -$110K 0.03% 506
2023
Q4 		$10.2M Sell
92,481
-71,046
-43% -$7.4M 0.03% 454
2023
Q3 		$16.7M Buy
163,527
+48,104
+42% +$5.07M 0.06% 303
2023
Q2 		$12.5M Buy
115,423
+53,645
+87% +$5.8M 0.05% 374
2023
Q1 		$6.77M Sell
61,778
-15,379
-20% -$1.67M 0.03% 506
2022
Q4 		$8.13M Sell
77,157
-5,615
-7% -$588K 0.04% 414
2022
Q3 		$8.48M Sell
82,772
-16,565
-17% -$1.83M 0.04% 396
2022
Q2 		$10.9M Sell
99,337
-84,608
-46% -$9.55M 0.06% 322
2022
Q1 		$22.2M Sell
183,945
-24,298
-12% -$3.03M 0.11% 209
2021
Q4 		$27.6M Sell
208,243
-21,015
-9% -$2.79M 0.13% 177
2021
Q3 		$30.5M Sell
229,258
-63
-0% -$8.51K 0.16% 148
2021
Q2 		$30.8M Buy
229,321
+172,623
+304% +$22.8M 0.17% 140
2021
Q1 		$7.37M Buy
56,698
+9,665
+21% +$1.29M 0.05% 289
2020
Q4 		$6.5M Buy
47,033
+7,712
+20% +$1.05M 0.05% 279
2020
Q3 		$5.3M Buy
39,321
+12,399
+46% +$1.69M 0.05% 263
2020
Q2 		$3.62M Buy
26,922
+3,405
+14% +$443K 0.04% 293
2020
Q1 		$2.9M Sell
23,517
-1,168
-5% -$149K 0.04% 281
2019
Q4 		$3.16M Buy
24,685
+2,533
+11% +$323K 0.04% 271
2019
Q3 		$2.82M Buy
22,152
+2,696
+14% +$340K 0.04% 246
2019
Q2 		$2.42M Sell
19,456
-14
-0.1% -$1.68K 0.03% 226
2019
Q1 		$2.32M Buy
19,470
+18,283
+1,540% +$2.12M 0.03% 237
2018
Q4 		$134K Buy
1,187
+751
+172% +$84.4K ﹤0.01% 432
2018
Q3 		$50K Hold
436
– – ﹤0.01% 436
2018
Q2 		$50K Hold
436
– – ﹤0.01% 449
2018
Q1 		$51K Buy
+436
New +$51.5K ﹤0.01% 408

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.62% in Q2 2026, buying an estimated $228K and bringing the position to 338,916 shares worth $37M. The position accounts for 0.06% of the portfolio, ranked #310.

Rockefeller Capital Management first reported a position in LQD in Q1 2018 and has held it in 34 quarters since. The position peaked at $40.1M in Q4 2025. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Rockefeller Capital Management held 338,916 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $37M as of Q2 2026.
  • Rockefeller Capital Management bought 2,088 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $228K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Rockefeller Capital Management's portfolio in Q2 2026, its #310 holding.
  • Rockefeller Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Rockefeller Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $40.1M in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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