Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.9M Buy
986,619
+61,789
+7% +$1.5M 0.01% 402
2025
Q4 		$22.5M Buy
924,830
+300,871
+48% +$7.31M 0.01% 403
2025
Q3 		$15.2M Buy
623,959
+245,790
+65% +$5.96M 0.01% 465
2025
Q2 		$9.18M Buy
378,169
+62,482
+20% +$1.51M 0.01% 524
2025
Q1 		$7.63M Buy
315,687
+51,492
+19% +$1.24M 0.01% 543
2024
Q4 		$6.33M Buy
264,195
+30,648
+13% +$738K 0.01% 558
2024
Q3 		$5.69M Buy
233,547
+50,684
+28% +$1.22M 0.01% 587
2024
Q2 		$4.34M Buy
182,863
+53,160
+41% +$1.26M ﹤0.01% 621
2024
Q1 		$3.09M Buy
129,703
+28,133
+28% +$670K ﹤0.01% 679
2023
Q4 		$2.43M Buy
101,570
+55,031
+118% +$1.28M ﹤0.01% 717
2023
Q3 		$1.08M Buy
46,539
+8,844
+23% +$206K ﹤0.01% 915
2023
Q2 		$885K Buy
37,695
+5,891
+19% +$139K ﹤0.01% 977
2023
Q1 		$758K Buy
31,804
+14,738
+86% +$348K ﹤0.01% 996
2022
Q4 		$399K Buy
17,066
+9,896
+138% +$229K ﹤0.01% 1179
2022
Q3 		$165K Buy
7,170
+862
+14% +$20.6K ﹤0.01% 1456
2022
Q2 		$151K Buy
6,308
+1,345
+27% +$32.5K ﹤0.01% 1486
2022
Q1 		$124K Sell
4,963
-558
-10% -$14.3K ﹤0.01% 1615
2021
Q4 		$147K Buy
5,521
+14
+0.3% +$373 ﹤0.01% 1562
2021
Q3 		$149K Sell
5,507
-1,143
-17% -$31K ﹤0.01% 1457
2021
Q2 		$180K Buy
6,650
+13
+0.2% +$350 ﹤0.01% 1355
2021
Q1 		$177K Buy
6,637
+10
+0.2% +$272 ﹤0.01% 1280
2020
Q4 		$183K Buy
6,627
+20
+0.3% +$546 ﹤0.01% 1171
2020
Q3 		$179K Buy
6,607
+16
+0.2% +$436 ﹤0.01% 1062
2020
Q2 		$178K Buy
6,591
+2,695
+69% +$70.1K ﹤0.01% 1009
2020
Q1 		$95K Buy
3,896
+2,447
+169% +$63.1K ﹤0.01% 1130
2019
Q4 		$38K Hold
1,449
– – ﹤0.01% 1555
2019
Q3 		$38K Buy
1,449
+1,221
+536% +$31.4K ﹤0.01% 1512
2019
Q2 		$6K Hold
228
– – ﹤0.01% 2086
2019
Q1 		$6K Buy
+228
New +$5.45K ﹤0.01% 2097
2018
Q2 		– Sell
-1,182
Closed -$28K – 2430
2018
Q1 		$28K Buy
+1,182
New +$28.7K ﹤0.01% 1408

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 6.7% in Q1 2026, buying an estimated $1.5M and bringing the position to 986,619 shares worth $23.9M. The position accounts for 0.01% of the portfolio, ranked #402.

Northwestern Mutual Wealth Management first reported a position in IBDS in Q1 2018 and has held it in 30 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 986,619 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $23.9M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 61,789 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.5M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2018 and has held it in 30 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.