Northwestern Mutual Wealth Management
IBCD

Northwestern Mutual Wealth Management’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-440
Closed -$11K – 1486
2014
Q1 		$11K Buy
+440
New +$10.7K ﹤0.01% 867

Other funds holding IBCD

NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBCD Position: Q2 2014 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q2 2014, closing a stake of 440 shares — an estimated $11K sold.

Northwestern Mutual Wealth Management first reported a position in IBCD in Q1 2014 and held it in 1 quarter. The position peaked at $11K in Q1 2014. 11 funds tracked by Wall St. Rank hold IBCD as of Q2 2014.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 440 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q2 2014, an estimated $11K.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q1 2014 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $11K in Q1 2014.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q2 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2014, filed 5 Aug 2014.