Northwestern Mutual Wealth Management
IBCE

Northwestern Mutual Wealth Management’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-640
Closed -$15K – 1490
2014
Q1 		$15K Buy
+640
New +$15K ﹤0.01% 813

Other funds holding IBCE

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $374B AUM 17.66% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q2 2014, closing a stake of 640 shares — an estimated $15K sold.

Northwestern Mutual Wealth Management first reported a position in IBCE in Q1 2014 and held it in 1 quarter. The position peaked at $15K in Q1 2014. 12 funds tracked by Wall St. Rank hold IBCE as of Q2 2014.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 640 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q2 2014, an estimated $15K.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q1 2014 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $15K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 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.