Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7M Sell
935,865
-82,213
-8% -$1.99M 0.01% 450
2026
Q1 		$24.7M Sell
1,018,078
-59,185
-5% -$1.43M 0.02% 396
2025
Q4 		$26.1M Buy
1,077,263
+186,733
+21% +$4.53M 0.02% 371
2025
Q3 		$21.6M Buy
890,530
+53,940
+6% +$1.31M 0.01% 386
2025
Q2 		$20.3M Buy
836,590
+82,783
+11% +$2M 0.01% 374
2025
Q1 		$18.2M Sell
753,807
-117,687
-14% -$2.84M 0.01% 364
2024
Q4 		$21M Buy
871,494
+29,911
+4% +$721K 0.02% 322
2024
Q3 		$20.5M Sell
841,583
-1,532,590
-65% -$36.9M 0.02% 316
2024
Q2 		$56.6M Buy
2,374,173
+2,375
+0.1% +$56.4K 0.06% 165
2024
Q1 		$56.6M Buy
2,371,798
+153,172
+7% +$3.65M 0.06% 159
2023
Q4 		$53M Buy
2,218,626
+2,143,302
+2,845% +$50.3M 0.06% 162
2023
Q3 		$1.76M Buy
75,324
+7,565
+11% +$177K ﹤0.01% 765
2023
Q2 		$1.59M Buy
67,759
+11,556
+21% +$273K ﹤0.01% 782
2023
Q1 		$1.33M Buy
56,203
+23,574
+72% +$555K ﹤0.01% 805
2022
Q4 		$762K Buy
32,629
+24,466
+300% +$568K ﹤0.01% 953
2022
Q3 		$189K Buy
8,163
+1,781
+28% +$42.4K ﹤0.01% 1416
2022
Q2 		$152K Buy
6,382
+10
+0.2% +$240 ﹤0.01% 1480
2022
Q1 		$157K Sell
6,372
-788
-11% -$19.9K ﹤0.01% 1532
2021
Q4 		$187K Buy
7,160
+13
+0.2% +$340 ﹤0.01% 1466
2021
Q3 		$189K Sell
7,147
-1,007
-12% -$26.8K ﹤0.01% 1367
2021
Q2 		$217K Sell
8,154
-1,965
-19% -$52.2K ﹤0.01% 1292
2021
Q1 		$267K Buy
10,119
+1,990
+24% +$53.2K ﹤0.01% 1138
2020
Q4 		$220K Buy
8,129
+1,313
+19% +$35.3K ﹤0.01% 1114
2020
Q3 		$183K Buy
6,816
+17
+0.3% +$457 ﹤0.01% 1055
2020
Q2 		$181K Buy
6,799
+2,736
+67% +$70.7K ﹤0.01% 1002
2020
Q1 		$100K Buy
4,063
+1,936
+91% +$49.2K ﹤0.01% 1112
2019
Q4 		$54K Sell
2,127
-10
-0.5% -$254 ﹤0.01% 1440
2019
Q3 		$54K Buy
2,137
+1,250
+141% +$31.6K ﹤0.01% 1392
2019
Q2 		$22K Hold
887
– – ﹤0.01% 1694
2019
Q1 		$22K Buy
+887
New +$21K ﹤0.01% 1681

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 8.1% in Q2 2026, selling an estimated $1.99M and leaving 935,865 shares worth $22.7M. The position accounts for 0.01% of the portfolio, ranked #450.

Northwestern Mutual Wealth Management first reported a position in IBDR in Q1 2019 and has held it in 30 quarters since. The position peaked at $56.6M in Q1 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 935,865 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $22.7M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 82,213 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.99M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $56.6M in Q1 2024.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.