Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.51M Buy
406,814
+74,532
+22% +$1.57M 0.01% 642
2025
Q4 		$7.03M Buy
332,282
+84,704
+34% +$1.8M ﹤0.01% 662
2025
Q3 		$5.25M Buy
247,578
+78,468
+46% +$1.65M ﹤0.01% 722
2025
Q2 		$3.56M Sell
169,110
-991
-0.6% -$20.5K ﹤0.01% 783
2025
Q1 		$3.53M Buy
170,101
+27,210
+19% +$558K ﹤0.01% 756
2024
Q4 		$2.91M Buy
142,891
+5,577
+4% +$115K ﹤0.01% 760
2024
Q3 		$2.91M Buy
137,314
+5,580
+4% +$116K ﹤0.01% 749
2024
Q2 		$2.67M Buy
131,734
+1,471
+1% +$29.7K ﹤0.01% 725
2024
Q1 		$2.67M Buy
130,263
+12,807
+11% +$262K ﹤0.01% 718
2023
Q4 		$2.44M Buy
117,456
+115,765
+6,846% +$2.28M ﹤0.01% 715
2023
Q3 		$32.8K Buy
1,691
+437
+35% +$8.7K ﹤0.01% 2126
2023
Q2 		$25.4K Hold
1,254
– – ﹤0.01% 2235
2023
Q1 		$25.9K Hold
1,254
– – ﹤0.01% 2176
2022
Q4 		$24.9K Buy
+1,254
New +$24.8K ﹤0.01% 2173

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBDW Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 22% in Q1 2026, buying an estimated $1.57M and bringing the position to 406,814 shares worth $8.51M. The position accounts for 0.01% of the portfolio, ranked #642.

Northwestern Mutual Wealth Management first reported a position in IBDW in Q4 2022 and has held it in 14 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Northwestern Mutual Wealth Management held 406,814 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.51M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 74,532 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $1.57M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #642 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.