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 Q2	$8.51M	Buy	390,373 +36,492	+10%	+$796K	﹤0.01%	677
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 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 10% in Q2 2026, buying an estimated $796K and bringing the position to 390,373 shares worth $8.51M. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Northwestern Mutual Wealth Management first reported a position in IBDV in Q4 2022 and has held it in 15 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Northwestern Mutual Wealth Management held 390,373 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $8.51M as of Q2 2026.
Northwestern Mutual Wealth Management bought 36,492 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $796K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #677 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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