Northwestern Mutual Wealth Management
IBDK

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-241,743
Closed -$6.01M – 2782
2019
Q3 		$6.01M Buy
241,743
+2,652
+1% +$65.9K 0.02% 241
2019
Q2 		$5.95M Buy
239,091
+32,813
+16% +$815K 0.02% 236
2019
Q1 		$5.13M Sell
206,278
-3,278
-2% -$81.4K 0.02% 246
2018
Q4 		$5.2M Buy
209,556
+75,578
+56% +$1.87M 0.03% 233
2018
Q3 		$3.32M Buy
133,978
+15,400
+13% +$382K 0.02% 257
2018
Q2 		$2.94M Buy
118,578
+36,179
+44% +$896K 0.02% 260
2018
Q1 		$2.04M Buy
+82,399
New +$2.04M 0.01% 291

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDK Position: Q4 2019 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 241,743 shares — an estimated $6.01M sold.

Northwestern Mutual Wealth Management first reported a position in IBDK in Q1 2018 and held it in 7 quarters. The position peaked at $6.01M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 241,743 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $6.01M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 7 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $6.01M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.