Northwestern Mutual Wealth Management
IBDL

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-195,875
Closed -$4.94M – 2967
2020
Q3 		$4.94M Sell
195,875
-24,867
-11% -$628K 0.01% 296
2020
Q2 		$5.59M Sell
220,742
-20,427
-8% -$516K 0.02% 261
2020
Q1 		$6.08M Sell
241,169
-271,160
-53% -$6.84M 0.02% 232
2019
Q4 		$13M Sell
512,329
-95,495
-16% -$2.42M 0.04% 169
2019
Q3 		$15.4M Sell
607,824
-48,827
-7% -$1.24M 0.06% 141
2019
Q2 		$16.6M Buy
656,651
+41,355
+7% +$1.04M 0.07% 132
2019
Q1 		$15.5M Buy
615,296
+53,618
+10% +$1.35M 0.07% 131
2018
Q4 		$14M Buy
561,678
+363,493
+183% +$9.08M 0.07% 130
2018
Q3 		$4.96M Buy
198,185
+32,274
+19% +$808K 0.03% 223
2018
Q2 		$4.15M Buy
165,911
+64,355
+63% +$1.61M 0.02% 228
2018
Q1 		$2.55M Buy
+101,556
New +$2.56M 0.02% 265

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDL Position: Q4 2020 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 195,875 shares — an estimated $4.94M sold.

Northwestern Mutual Wealth Management first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $16.6M in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 195,875 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $4.94M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $16.6M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.