Northwestern Mutual Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-76,689	Closed	-$1.92M	–	3553
2022 Q3	$1.92M	Sell	76,689 -7,185	-9%	-$180K	﹤0.01%	636
2022 Q2	$2.1M	Sell	83,874 -27,497	-25%	-$688K	﹤0.01%	612
2022 Q1	$2.79M	Sell	111,371 -127,641	-53%	-$3.2M	﹤0.01%	562
2021 Q4	$6.01M	Sell	239,012 -12,237	-5%	-$309K	0.01%	379
2021 Q3	$6.36M	Sell	251,249 -4,751	-2%	-$120K	0.01%	344
2021 Q2	$6.5M	Sell	256,000 -12,037	-4%	-$306K	0.01%	321
2021 Q1	$6.83M	Sell	268,037 -18,973	-7%	-$484K	0.01%	289
2020 Q4	$7.34M	Buy	287,010 +10,174	+4%	+$260K	0.02%	269
2020 Q3	$7.09M	Buy	276,836 +18,827	+7%	+$483K	0.02%	247
2020 Q2	$6.63M	Sell	258,009 -315	-0.1%	-$8K	0.02%	237
2020 Q1	$6.4M	Sell	258,324 -24,524	-9%	-$615K	0.02%	226
2019 Q4	$7.15M	Buy	282,848 +29,857	+12%	+$755K	0.02%	226
2019 Q3	$6.41M	Buy	252,991 +13,581	+6%	+$343K	0.02%	234
2019 Q2	$6.04M	Buy	239,410 +24,977	+12%	+$623K	0.02%	233
2019 Q1	$5.34M	Buy	214,433 +25,346	+13%	+$623K	0.02%	239
2018 Q4	$4.57M	Buy	189,087 +8,649	+5%	+$209K	0.02%	246
2018 Q3	$4.39M	Buy	180,438 +20,880	+13%	+$508K	0.02%	232
2018 Q2	$3.88M	Buy	159,558 +62,848	+65%	+$1.53M	0.02%	232
2018 Q1	$2.37M	Buy	+96,710	New	+$2.38M	0.01%	272

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDN Position: Q4 2022 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 76,689 shares — an estimated $1.92M sold.

Northwestern Mutual Wealth Management first reported a position in IBDN in Q1 2018 and held it in 19 quarters. The position peaked at $7.34M in Q4 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 76,689 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $1.92M.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and held it in 19 quarters.
Northwestern Mutual Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $7.34M in Q4 2020.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2022, filed 21 Feb 2023.