Northwestern Mutual Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBHC Stock Details IBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-41,386	Closed	-$978K	–	3725
2023 Q3	$978K	Sell	41,386 -3,256	-7%	-$76.8K	﹤0.01%	953
2023 Q2	$1.05M	Buy	44,642 +9,537	+27%	+$225K	﹤0.01%	916
2023 Q1	$829K	Buy	35,105 +28,073	+399%	+$661K	﹤0.01%	953
2022 Q4	$165K	Buy	7,032 +77	+1%	+$1.8K	﹤0.01%	1474
2022 Q3	$162K	Buy	+6,955	New	+$163K	﹤0.01%	1463

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBHC Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 41,386 shares — an estimated $978K sold.

Northwestern Mutual Wealth Management first reported a position in IBHC in Q3 2022 and held it in 5 quarters. The position peaked at $1.05M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Northwestern Mutual Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 41,386 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $978K.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2022 and held it in 5 quarters.
Northwestern Mutual Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $1.05M in Q2 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.