Northwestern Mutual Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-159,653
Closed -$3.72M 3947
2024
Q3
$3.72M Sell
159,653
-44,800
-22% -$1.04M ﹤0.01% 687
2024
Q2
$4.75M Buy
204,453
+23,401
+13% +$543K ﹤0.01% 596
2024
Q1
$4.22M Sell
181,052
-1,467,826
-89% -$34.2M ﹤0.01% 598
2023
Q4
$38.3M Buy
1,648,878
+104,458
+7% +$2.42M 0.04% 219
2023
Q3
$35.8M Buy
1,544,420
+146,375
+10% +$3.38M 0.05% 198
2023
Q2
$32.3M Buy
1,398,045
+4,855
+0.3% +$111K 0.04% 214
2023
Q1
$32.2M Buy
1,393,190
+22,246
+2% +$512K 0.05% 205
2022
Q4
$31.1M Buy
1,370,944
+1,361,231
+14,015% +$30.8M 0.05% 197
2022
Q3
$216K Buy
+9,713
New +$220K ﹤0.01% 1371

Other funds holding IBHD

Northwestern Mutual Wealth Management's IBHD Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 159,653 shares — an estimated $3.72M sold.

Northwestern Mutual Wealth Management first reported a position in IBHD in Q3 2022 and held it in 9 quarters. The position peaked at $38.3M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 159,653 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $3.72M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2022 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $38.3M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.