Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.75M Buy
353,881
+24,463
+7% +$539K ﹤0.01% 666
2025
Q4 		$7.27M Buy
329,418
+61,038
+23% +$1.35M ﹤0.01% 650
2025
Q3 		$5.94M Buy
268,380
+36,337
+16% +$800K ﹤0.01% 684
2025
Q2 		$5.1M Buy
232,043
+44,224
+24% +$958K ﹤0.01% 676
2025
Q1 		$4.08M Buy
187,819
+92,940
+98% +$2M ﹤0.01% 714
2024
Q4 		$2.03M Buy
94,879
+34,515
+57% +$746K ﹤0.01% 863
2024
Q3 		$1.34M Buy
60,364
+23,168
+62% +$505K ﹤0.01% 966
2024
Q2 		$791K Buy
37,196
+23,993
+182% +$507K ﹤0.01% 1097
2024
Q1 		$283K Buy
13,203
+7,258
+122% +$155K ﹤0.01% 1435
2023
Q4 		$129K Buy
5,945
+4,743
+395% +$98.1K ﹤0.01% 1687
2023
Q3 		$24.5K Hold
1,202
– – ﹤0.01% 2251
2023
Q2 		$25.5K Sell
1,202
-2,385
-66% -$50.8K ﹤0.01% 2233
2023
Q1 		$77.2K Buy
3,587
+2,385
+198% +$50.7K ﹤0.01% 1786
2022
Q4 		$25K Buy
+1,202
New +$24.8K ﹤0.01% 2172

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return