Northwestern Mutual Wealth Management
IBDW icon

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
Q2 		$8.99M Buy
431,279
+24,465
+6% +$510K ﹤0.01% 663
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 $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6% in Q2 2026, buying an estimated $510K and bringing the position to 431,279 shares worth $8.99M. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Northwestern Mutual Wealth Management first reported a position in IBDW in Q4 2022 and has held it in 15 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Northwestern Mutual Wealth Management held 431,279 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.99M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 24,465 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $510K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #663 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 15 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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