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
Q2 		$23.6M Sell
973,907
-12,712
-1% -$308K 0.01% 436
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.3% in Q2 2026, selling an estimated $308K and leaving 973,907 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #436.

Northwestern Mutual Wealth Management first reported a position in IBDS in Q1 2018 and has held it in 31 quarters since. The position peaked at $23.9M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 973,907 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $23.6M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 12,712 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $308K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #436 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 31 quarters since.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $23.9M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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