Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$226K Buy
8,737
+3,688
+73% +$96.3K ﹤0.01% 1857
2025
Q4 		$132K Buy
5,049
+3,619
+253% +$94.9K ﹤0.01% 2028
2025
Q3 		$37.5K Buy
+1,430
New +$37.1K ﹤0.01% 2447
2025
Q2 		– Sell
-3
Closed -$77 – 3820
2025
Q1 		$77 Buy
+3
New +$76 ﹤0.01% 3548

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 73% in Q1 2026, buying an estimated $96.3K and bringing the position to 8,737 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Northwestern Mutual Wealth Management first reported a position in IBDY in Q1 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Northwestern Mutual Wealth Management held 8,737 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $226K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 3,688 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $96.3K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1857 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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