Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio DYFI Stock Details DYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-462
Closed -$11K – 3651
2024
Q2 		$11K Buy
+462
New +$11.2K ﹤0.01% 2612

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IPWA
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SW
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BIP
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EMAM
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AWM
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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
ATPW
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GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Northwestern Mutual Wealth Management's DYFI Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of IDX Dynamic Fixed Income ETF (DYFI) in Q3 2024, closing a stake of 462 shares — an estimated $11K sold.

Northwestern Mutual Wealth Management first reported a position in DYFI in Q2 2024 and held it in 1 quarter. The position peaked at $11K in Q2 2024. 18 funds tracked by Wall St. Rank hold DYFI as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining IDX Dynamic Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 462 IDX Dynamic Fixed Income ETF shares in Q3 2024, an estimated $11K.
  • Northwestern Mutual Wealth Management first reported a position in IDX Dynamic Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's IDX Dynamic Fixed Income ETF position peaked at $11K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.