Northwestern Mutual Wealth Management
BSJT icon

Northwestern Mutual Wealth Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75K Sell
3,551
-2,799
-44% -$59.4K ﹤0.01% 2383
2026
Q1 		$134K Buy
6,350
+129
+2% +$2.75K ﹤0.01% 2060
2025
Q4 		$134K Sell
6,221
-2,941
-32% -$63.2K ﹤0.01% 2022
2025
Q3 		$198K Buy
9,162
+110
+1% +$2.37K ﹤0.01% 1802
2025
Q2 		$195K Hold
9,052
– – ﹤0.01% 1760
2025
Q1 		$191K Buy
9,052
+1,582
+21% +$34K ﹤0.01% 1682
2024
Q4 		$160K Sell
7,470
-2,693
-26% -$58.3K ﹤0.01% 1748
2024
Q3 		$222K Sell
10,163
-10,237
-50% -$220K ﹤0.01% 1588
2024
Q2 		$428K Sell
20,400
-3,930
-16% -$82.6K ﹤0.01% 1314
2024
Q1 		$515K Sell
24,330
-2,484
-9% -$52.5K ﹤0.01% 1236
2023
Q4 		$568K Sell
26,814
-9,431
-26% -$191K ﹤0.01% 1155
2023
Q3 		$720K Buy
+36,245
New +$734K ﹤0.01% 1046

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM

Northwestern Mutual Wealth Management's BSJT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 44% in Q2 2026, selling an estimated $59.4K and leaving 3,551 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Northwestern Mutual Wealth Management first reported a position in BSJT in Q3 2023 and has held it in 12 quarters since. The position peaked at $720K in Q3 2023. 93 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 3,551 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $75K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 2,799 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $59.4K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2383 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Northwestern Mutual Wealth Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $720K in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.