Rockefeller Capital Management
STIP icon

Rockefeller Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rockefeller Capital Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.87M Buy
96,606
+1,279
+1% +$132K 0.02% 734
2026
Q1 		$9.86M Sell
95,327
-2,401
-2% -$247K 0.02% 688
2025
Q4 		$10M Buy
97,728
+20,034
+26% +$2.06M 0.02% 665
2025
Q3 		$8.03M Buy
77,694
+702
+0.9% +$72.4K 0.02% 693
2025
Q2 		$7.92M Sell
76,992
-1,240
-2% -$127K 0.02% 675
2025
Q1 		$8.09M Buy
78,232
+57,268
+273% +$5.83M 0.02% 624
2024
Q4 		$2.11M Sell
20,964
-188
-0.9% -$18.9K 0.01% 1000
2024
Q3 		$2.14M Sell
21,152
-811
-4% -$81.2K 0.01% 968
2024
Q2 		$2.19M Buy
21,963
+1,079
+5% +$107K 0.01% 944
2024
Q1 		$2.08M Buy
20,884
+161
+0.8% +$15.9K 0.01% 993
2023
Q4 		$2.04M Buy
20,723
+4,883
+31% +$476K 0.01% 902
2023
Q3 		$1.54M Buy
15,840
+3,077
+24% +$299K 0.01% 941
2023
Q2 		$1.25M Buy
12,763
+5,433
+74% +$534K ﹤0.01% 1003
2023
Q1 		$726K Sell
7,330
-1,982
-21% -$194K ﹤0.01% 1195
2022
Q4 		$902K Sell
9,312
-1,920
-17% -$187K ﹤0.01% 1045
2022
Q3 		$1.08M Buy
11,232
+5,133
+84% +$514K 0.01% 984
2022
Q2 		$618K Sell
6,099
-2,706
-31% -$279K ﹤0.01% 1180
2022
Q1 		$923K Sell
8,805
-899
-9% -$94.7K ﹤0.01% 1080
2021
Q4 		$1.03M Sell
9,704
-658
-6% -$69.7K ﹤0.01% 1044
2021
Q3 		$1.09M Buy
10,362
+4,652
+81% +$494K 0.01% 969
2021
Q2 		$607K Sell
5,710
-294
-5% -$31.2K ﹤0.01% 1113
2021
Q1 		$634K Buy
6,004
+294
+5% +$30.9K ﹤0.01% 950
2020
Q4 		$596K Hold
5,710
– – ﹤0.01% 856
2020
Q3 		$594K Hold
5,710
– – 0.01% 730
2020
Q2 		$585K Sell
5,710
-39
-0.7% -$3.96K 0.01% 658
2020
Q1 		$574K Buy
5,749
+39
+0.7% +$3.92K 0.01% 583
2019
Q4 		$575K Hold
5,710
– – 0.01% 551
2019
Q3 		$572K Hold
5,710
– – 0.01% 475
2019
Q2 		$574K Hold
5,710
– – 0.01% 429
2019
Q1 		$569K Hold
5,710
– – 0.01% 462
2018
Q4 		$560K Hold
5,710
– – 0.01% 308
2018
Q3 		$564K Hold
5,710
– – 0.01% 272
2018
Q2 		$569K Hold
5,710
– – 0.01% 259
2018
Q1 		$572K Buy
+5,710
New +$570K 0.01% 259

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q2 2026, buying an estimated $132K and bringing the position to 96,606 shares worth $9.87M. The position accounts for 0.02% of the portfolio, ranked #734.

Rockefeller Capital Management first reported a position in STIP in Q1 2018 and has held it in 34 quarters since. The position peaked at $10M in Q4 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Rockefeller Capital Management held 96,606 shares of iShares 0-5 Year TIPS Bond ETF worth $9.87M as of Q2 2026.
  • Rockefeller Capital Management bought 1,279 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #734 holding.
  • Rockefeller Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Rockefeller Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $10M in Q4 2025.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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