Northwestern Mutual Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2M	Buy	572,041 +42,001	+8%	+$974K	0.01%	567
2026 Q1	$12.3M	Buy	530,040 +64,014	+14%	+$1.5M	0.01%	548
2025 Q4	$10.9M	Buy	466,026 +75,271	+19%	+$1.76M	0.01%	553
2025 Q3	$9.17M	Buy	390,755 +43,007	+12%	+$1M	0.01%	562
2025 Q2	$8.11M	Buy	347,748 +42,090	+14%	+$971K	0.01%	553
2025 Q1	$7.07M	Buy	305,658 +70,667	+30%	+$1.62M	0.01%	562
2024 Q4	$5.36M	Buy	234,991 +42,209	+22%	+$972K	﹤0.01%	603
2024 Q3	$4.53M	Buy	192,782 +92,074	+91%	+$2.13M	﹤0.01%	640
2024 Q2	$2.28M	Buy	100,708 +30,205	+43%	+$681K	﹤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%	+$459K	﹤0.01%	1128
2023 Q3	$134K	Sell	6,099 -2,331	-28%	-$51.8K	﹤0.01%	1598
2023 Q2	$189K	Sell	8,430 -1,147	-12%	-$26K	﹤0.01%	1491
2023 Q1	$219K	Buy	9,577 +4,735	+98%	+$107K	﹤0.01%	1410
2022 Q4	$107K	Hold	4,842	–	–	﹤0.01%	1624
2022 Q3	$106K	Buy	4,842 +6	+0.1%	+$137	﹤0.01%	1624
2022 Q2	$111K	Buy	4,836 +12	+0.2%	+$279	﹤0.01%	1604
2022 Q1	$118K	Buy	4,824 +9	+0.2%	+$227	﹤0.01%	1635
2021 Q4	$127K	Buy	4,815 +14	+0.3%	+$370	﹤0.01%	1619
2021 Q3	$128K	Sell	4,801 -933	-16%	-$25.1K	﹤0.01%	1522
2021 Q2	$154K	Buy	5,734 +12	+0.2%	+$318	﹤0.01%	1426
2021 Q1	$149K	Buy	5,722 +7	+0.1%	+$187	﹤0.01%	1336
2020 Q4	$157K	Buy	5,715 +15	+0.3%	+$408	﹤0.01%	1238
2020 Q3	$154K	Buy	5,700 +12	+0.2%	+$326	﹤0.01%	1117
2020 Q2	$152K	Buy	5,688 +2,621	+85%	+$67.5K	﹤0.01%	1062
2020 Q1	$74K	Buy	+3,067	New	+$78.1K	﹤0.01%	1224

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 7.9% in Q2 2026, buying an estimated $974K and bringing the position to 572,041 shares worth $13.2M. The position accounts for 0.01% of the portfolio, ranked #567.

Northwestern Mutual Wealth Management first reported a position in IBDU in Q1 2020 and has held it in 26 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Northwestern Mutual Wealth Management held 572,041 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $13.2M as of Q2 2026.
Northwestern Mutual Wealth Management bought 42,001 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $974K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #567 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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