Rockefeller Capital Management
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Rockefeller Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Rockefeller Capital Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$862K Sell
34,403
-114
-0.3% -$2.87K ﹤0.01% 1678
2025
Q4 		$871K Buy
34,517
+6,724
+24% +$170K ﹤0.01% 1612
2025
Q3 		$703K Buy
27,793
+323
+1% +$8.13K ﹤0.01% 1605
2025
Q2 		$691K Buy
27,470
+141
+0.5% +$3.52K ﹤0.01% 1450
2025
Q1 		$683K Buy
27,329
+48
+0.2% +$1.19K ﹤0.01% 1390
2024
Q4 		$674K Buy
27,281
+372
+1% +$9.24K ﹤0.01% 1381
2024
Q3 		$677K Sell
26,909
-1,434
-5% -$35.7K ﹤0.01% 1350
2024
Q2 		$694K Sell
28,343
-1,119
-4% -$27.3K ﹤0.01% 1341
2024
Q1 		$721K Sell
29,462
-550
-2% -$13.4K ﹤0.01% 1366
2023
Q4 		$735K Buy
30,012
+71
+0.2% +$1.7K ﹤0.01% 1244
2023
Q3 		$712K Sell
29,941
-336
-1% -$8.02K ﹤0.01% 1202
2023
Q2 		$724K Buy
30,277
+8
+0% +$192 ﹤0.01% 1210
2023
Q1 		$728K Buy
30,269
+329
+1% +$7.87K ﹤0.01% 1194
2022
Q4 		$711K Sell
29,940
-914
-3% -$21.6K ﹤0.01% 1132
2022
Q3 		$724K Sell
30,854
-275
-0.9% -$6.61K ﹤0.01% 1131
2022
Q2 		$749K Buy
31,129
+1,471
+5% +$35.7K ﹤0.01% 1100
2022
Q1 		$730K Sell
29,658
-736
-2% -$18.5K ﹤0.01% 1174
2021
Q4 		$779K Buy
30,394
+14,693
+94% +$378K ﹤0.01% 1141
2021
Q3 		$407K Buy
15,701
+3,984
+34% +$104K ﹤0.01% 1330
2021
Q2 		$305K Buy
11,717
+9,462
+420% +$246K ﹤0.01% 1360
2021
Q1 		$58K Buy
+2,255
New +$58.8K ﹤0.01% 1833

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.33% in Q1 2026, selling an estimated $2.87K and leaving 34,403 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Rockefeller Capital Management first reported a position in SUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $871K in Q4 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Rockefeller Capital Management held 34,403 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $862K as of Q1 2026.
  • Rockefeller Capital Management sold 114 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $2.87K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1678 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Rockefeller Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $871K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

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