Northwestern Mutual Wealth Management
IBDM

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-201,797
Closed -$4.99M – 3470
2021
Q3 		$4.99M Sell
201,797
-8,897
-4% -$220K 0.01% 382
2021
Q2 		$5.22M Sell
210,694
-64,257
-23% -$1.59M 0.01% 368
2021
Q1 		$6.83M Sell
274,951
-31,124
-10% -$774K 0.01% 287
2020
Q4 		$7.62M Buy
306,075
+11,978
+4% +$299K 0.02% 261
2020
Q3 		$7.37M Buy
294,097
+13,656
+5% +$343K 0.02% 245
2020
Q2 		$7.05M Sell
280,441
-364
-0.1% -$9.1K 0.02% 229
2020
Q1 		$6.92M Sell
280,805
-50,346
-15% -$1.25M 0.03% 218
2019
Q4 		$8.27M Sell
331,151
-24,874
-7% -$621K 0.03% 211
2019
Q3 		$8.9M Buy
356,025
+28,484
+9% +$710K 0.03% 197
2019
Q2 		$8.17M Buy
327,541
+46,536
+17% +$1.15M 0.03% 204
2019
Q1 		$6.95M Buy
281,005
+35,424
+14% +$869K 0.03% 213
2018
Q4 		$5.98M Buy
245,581
+94,572
+63% +$2.29M 0.03% 215
2018
Q3 		$3.68M Buy
151,009
+31,454
+26% +$766K 0.02% 244
2018
Q2 		$2.91M Buy
119,555
+31,323
+36% +$763K 0.02% 262
2018
Q1 		$2.16M Buy
+88,232
New +$2.17M 0.01% 284

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDM Position: Q4 2021 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 201,797 shares — an estimated $4.99M sold.

Northwestern Mutual Wealth Management first reported a position in IBDM in Q1 2018 and held it in 15 quarters. The position peaked at $8.9M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 201,797 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $4.99M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $8.9M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.