Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5M Buy
533,006
+30,760
+6% +$777K 0.01% 562
2026
Q1 		$12.7M Buy
502,246
+50,915
+11% +$1.29M 0.01% 538
2025
Q4 		$11.5M Buy
451,331
+64,106
+17% +$1.63M 0.01% 533
2025
Q3 		$9.88M Buy
387,225
+74,156
+24% +$1.88M 0.01% 546
2025
Q2 		$7.96M Buy
313,069
+37,177
+13% +$937K 0.01% 557
2025
Q1 		$6.97M Buy
275,892
+56,290
+26% +$1.41M 0.01% 568
2024
Q4 		$5.47M Buy
219,602
+45,022
+26% +$1.13M ﹤0.01% 597
2024
Q3 		$4.46M Buy
174,580
+68,210
+64% +$1.72M ﹤0.01% 644
2024
Q2 		$2.63M Buy
106,370
+19,094
+22% +$471K ﹤0.01% 728
2024
Q1 		$2.17M Buy
87,276
+35,054
+67% +$872K ﹤0.01% 774
2023
Q4 		$1.31M Buy
52,222
+26,262
+101% +$638K ﹤0.01% 888
2023
Q3 		$624K Buy
25,960
+3,200
+14% +$77.9K ﹤0.01% 1080
2023
Q2 		$558K Sell
22,760
-636
-3% -$15.7K ﹤0.01% 1114
2023
Q1 		$584K Buy
23,396
+15,031
+180% +$371K ﹤0.01% 1075
2022
Q4 		$203K Buy
8,365
+2,922
+54% +$70.4K ﹤0.01% 1417
2022
Q3 		$129K Buy
5,443
+958
+21% +$23.9K ﹤0.01% 1557
2022
Q2 		$112K Buy
4,485
+12
+0.3% +$304 ﹤0.01% 1601
2022
Q1 		$118K Buy
4,473
+8
+0.2% +$217 ﹤0.01% 1634
2021
Q4 		$126K Buy
4,465
+14
+0.3% +$398 ﹤0.01% 1621
2021
Q3 		$128K Sell
4,451
-860
-16% -$24.9K ﹤0.01% 1521
2021
Q2 		$154K Buy
5,311
+11
+0.2% +$315 ﹤0.01% 1425
2021
Q1 		$151K Buy
5,300
+8
+0.2% +$231 ﹤0.01% 1329
2020
Q4 		$156K Buy
5,292
+15
+0.3% +$439 ﹤0.01% 1240
2020
Q3 		$153K Buy
5,277
+13
+0.2% +$380 ﹤0.01% 1120
2020
Q2 		$152K Buy
5,264
+2,434
+86% +$67.7K ﹤0.01% 1061
2020
Q1 		$74K Buy
+2,830
New +$78.2K ﹤0.01% 1223

Other funds holding IBDT

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.1% in Q2 2026, buying an estimated $777K and bringing the position to 533,006 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #562.

Northwestern Mutual Wealth Management first reported a position in IBDT in Q1 2020 and has held it in 26 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 533,006 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $13.5M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 30,760 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $777K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #562 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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