Northwestern Mutual Wealth Management
IBDP

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-558,901
Closed -$14.1M – 3948
2024
Q3 		$14.1M Buy
558,901
+2,780
+0.5% +$69.9K 0.01% 381
2024
Q2 		$14M Sell
556,121
-166,754
-23% -$4.18M 0.01% 356
2024
Q1 		$18.1M Buy
722,875
+38,610
+6% +$964K 0.02% 313
2023
Q4 		$17M Buy
684,265
+90,147
+15% +$2.23M 0.02% 302
2023
Q3 		$14.7M Sell
594,118
-285,492
-32% -$7.04M 0.02% 312
2023
Q2 		$21.7M Buy
879,610
+253,923
+41% +$6.24M 0.03% 270
2023
Q1 		$15.4M Buy
625,687
+163,473
+35% +$4.01M 0.02% 288
2022
Q4 		$11.3M Buy
462,214
+352,064
+320% +$8.58M 0.02% 317
2022
Q3 		$2.68M Buy
110,150
+67,099
+156% +$1.66M ﹤0.01% 544
2022
Q2 		$1.07M Buy
43,051
+4,938
+13% +$123K ﹤0.01% 809
2022
Q1 		$956K Sell
38,113
-15,704
-29% -$400K ﹤0.01% 861
2021
Q4 		$1.4M Buy
53,817
+3,554
+7% +$92.5K ﹤0.01% 709
2021
Q3 		$1.32M Buy
50,263
+1,049
+2% +$27.6K ﹤0.01% 685
2021
Q2 		$1.3M Buy
49,214
+8,771
+22% +$232K ﹤0.01% 676
2021
Q1 		$1.07M Buy
40,443
+4,019
+11% +$106K ﹤0.01% 679
2020
Q4 		$968K Sell
36,424
-2,786
-7% -$73.7K ﹤0.01% 653
2020
Q3 		$1.04M Buy
39,210
+5,594
+17% +$148K ﹤0.01% 580
2020
Q2 		$886K Buy
33,616
+6,791
+25% +$175K ﹤0.01% 561
2020
Q1 		$663K Sell
26,825
-5,970
-18% -$152K ﹤0.01% 569
2019
Q4 		$843K Sell
32,795
-11,028
-25% -$283K ﹤0.01% 562
2019
Q3 		$1.13M Buy
43,823
+13,842
+46% +$354K ﹤0.01% 466
2019
Q2 		$764K Buy
29,981
+6,083
+25% +$152K ﹤0.01% 523
2019
Q1 		$595K Buy
23,898
+8,104
+51% +$198K ﹤0.01% 584
2018
Q4 		$377K Buy
15,794
+4,116
+35% +$98.1K ﹤0.01% 629
2018
Q3 		$281K Buy
11,678
+6,502
+126% +$157K ﹤0.01% 718
2018
Q2 		$125K Buy
5,176
+2,702
+109% +$65.1K ﹤0.01% 917
2018
Q1 		$60K Buy
+2,474
New +$60.8K ﹤0.01% 1131

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDP Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 558,901 shares — an estimated $14.1M sold.

Northwestern Mutual Wealth Management first reported a position in IBDP in Q1 2018 and held it in 27 quarters. The position peaked at $21.7M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 558,901 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $14.1M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2018 and held it in 27 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $21.7M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.