Northwestern Mutual Wealth Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-802	Closed	-$21K	–	2746
2019 Q2	$21K	Hold	802	–	–	﹤0.01%	1722
2019 Q1	$21K	Buy	+802	New	+$20.8K	﹤0.01%	1706

Other funds holding IBDD

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDD Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2019, closing a stake of 802 shares — an estimated $21K sold.

Northwestern Mutual Wealth Management first reported a position in IBDD in Q1 2019 and held it in 2 quarters. The position peaked at $21K in Q2 2019. 22 funds tracked by Wall St. Rank hold IBDD as of Q3 2019.

Northwestern Mutual Wealth Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 802 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2019, an estimated $21K.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
Northwestern Mutual Wealth Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $21K in Q2 2019.
22 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.