Northwestern Mutual Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Buy |
313,069
+37,177
| +13% | +$945K | 0.01% | 557 |
|
|
2025
Q1 | $6.97M | Buy |
275,892
+56,290
| +26% | +$1.42M | 0.01% | 568 |
|
|
2024
Q4 | $5.47M | Buy |
219,602
+45,022
| +26% | +$1.12M | ﹤0.01% | 597 |
|
|
2024
Q3 | $4.46M | Buy |
174,580
+68,210
| +64% | +$1.74M | ﹤0.01% | 644 |
|
|
2024
Q2 | $2.63M | Buy |
106,370
+19,094
| +22% | +$473K | ﹤0.01% | 728 |
|
|
2024
Q1 | $2.17M | Buy |
87,276
+35,054
| +67% | +$873K | ﹤0.01% | 774 |
|
|
2023
Q4 | $1.31M | Buy |
52,222
+26,262
| +101% | +$659K | ﹤0.01% | 888 |
|
|
2023
Q3 | $624K | Buy |
25,960
+3,200
| +14% | +$76.9K | ﹤0.01% | 1080 |
|
|
2023
Q2 | $558K | Sell |
22,760
-636
| -3% | -$15.6K | ﹤0.01% | 1114 |
|
|
2023
Q1 | $584K | Buy |
23,396
+15,031
| +180% | +$375K | ﹤0.01% | 1075 |
|
|
2022
Q4 | $203K | Buy |
8,365
+2,922
| +54% | +$71K | ﹤0.01% | 1417 |
|
|
2022
Q3 | $129K | Buy |
5,443
+958
| +21% | +$22.7K | ﹤0.01% | 1557 |
|
|
2022
Q2 | $112K | Buy |
4,485
+12
| +0.3% | +$300 | ﹤0.01% | 1601 |
|
|
2022
Q1 | $118K | Buy |
4,473
+8
| +0.2% | +$211 | ﹤0.01% | 1634 |
|
|
2021
Q4 | $126K | Buy |
4,465
+14
| +0.3% | +$395 | ﹤0.01% | 1621 |
|
|
2021
Q3 | $128K | Sell |
4,451
-860
| -16% | -$24.7K | ﹤0.01% | 1521 |
|
|
2021
Q2 | $154K | Buy |
5,311
+11
| +0.2% | +$319 | ﹤0.01% | 1425 |
|
|
2021
Q1 | $151K | Buy |
5,300
+8
| +0.2% | +$228 | ﹤0.01% | 1329 |
|
|
2020
Q4 | $156K | Buy |
5,292
+15
| +0.3% | +$442 | ﹤0.01% | 1240 |
|
|
2020
Q3 | $153K | Buy |
5,277
+13
| +0.2% | +$377 | ﹤0.01% | 1120 |
|
|
2020
Q2 | $152K | Buy |
5,264
+2,434
| +86% | +$70.3K | ﹤0.01% | 1061 |
|
|
2020
Q1 | $74K | Buy |
+2,830
| New | +$74K | ﹤0.01% | 1223 |
|