Northwestern Mutual Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Buy |
347,748
+42,090
| +14% | +$982K | 0.01% | 553 |
|
|
2025
Q1 | $7.07M | Buy |
305,658
+70,667
| +30% | +$1.63M | 0.01% | 562 |
|
|
2024
Q4 | $5.36M | Buy |
234,991
+42,209
| +22% | +$962K | ﹤0.01% | 603 |
|
|
2024
Q3 | $4.53M | Buy |
192,782
+92,074
| +91% | +$2.16M | ﹤0.01% | 640 |
|
|
2024
Q2 | $2.28M | Buy |
100,708
+30,205
| +43% | +$685K | ﹤0.01% | 770 |
|
|
2024
Q1 | $1.61M | Buy |
70,503
+43,709
| +163% | +$997K | ﹤0.01% | 859 |
|
|
2023
Q4 | $618K | Buy |
26,794
+20,695
| +339% | +$477K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $134K | Sell |
6,099
-2,331
| -28% | -$51K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $189K | Sell |
8,430
-1,147
| -12% | -$25.8K | ﹤0.01% | 1491 |
|
|
2023
Q1 | $219K | Buy |
9,577
+4,735
| +98% | +$108K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $107K | Hold |
4,842
| – | – | ﹤0.01% | 1624 |
|
|
2022
Q3 | $106K | Buy |
4,842
+6
| +0.1% | +$131 | ﹤0.01% | 1624 |
|
|
2022
Q2 | $111K | Buy |
4,836
+12
| +0.2% | +$275 | ﹤0.01% | 1604 |
|
|
2022
Q1 | $118K | Buy |
4,824
+9
| +0.2% | +$220 | ﹤0.01% | 1635 |
|
|
2021
Q4 | $127K | Buy |
4,815
+14
| +0.3% | +$369 | ﹤0.01% | 1619 |
|
|
2021
Q3 | $128K | Sell |
4,801
-933
| -16% | -$24.9K | ﹤0.01% | 1522 |
|
|
2021
Q2 | $154K | Buy |
5,734
+12
| +0.2% | +$322 | ﹤0.01% | 1426 |
|
|
2021
Q1 | $149K | Buy |
5,722
+7
| +0.1% | +$182 | ﹤0.01% | 1336 |
|
|
2020
Q4 | $157K | Buy |
5,715
+15
| +0.3% | +$412 | ﹤0.01% | 1238 |
|
|
2020
Q3 | $154K | Buy |
5,700
+12
| +0.2% | +$324 | ﹤0.01% | 1117 |
|
|
2020
Q2 | $152K | Buy |
5,688
+2,621
| +85% | +$70K | ﹤0.01% | 1062 |
|
|
2020
Q1 | $74K | Buy |
+3,067
| New | +$74K | ﹤0.01% | 1224 |
|