Northwestern Mutual Wealth Management
IBHE

Northwestern Mutual Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-113,510
Closed -$2.64M – 4121
2025
Q3 		$2.64M Buy
113,510
+34,146
+43% +$792K ﹤0.01% 929
2025
Q2 		$1.85M Sell
79,364
-2,238
-3% -$51.9K ﹤0.01% 960
2025
Q1 		$1.9M Sell
81,602
-5,301
-6% -$123K ﹤0.01% 923
2024
Q4 		$2.02M Sell
86,903
-621,129
-88% -$14.4M ﹤0.01% 864
2024
Q3 		$16.5M Buy
708,032
+35,849
+5% +$832K 0.01% 355
2024
Q2 		$15.6M Buy
672,183
+37,603
+6% +$875K 0.02% 343
2024
Q1 		$14.8M Buy
634,580
+145,053
+30% +$3.37M 0.02% 338
2023
Q4 		$11.3M Buy
489,527
+199,260
+69% +$4.56M 0.01% 375
2023
Q3 		$6.66M Buy
290,267
+261,508
+909% +$5.99M 0.01% 441
2023
Q2 		$661K Buy
28,759
+4,519
+19% +$103K ﹤0.01% 1065
2023
Q1 		$555K Buy
24,240
+16,103
+198% +$367K ﹤0.01% 1088
2022
Q4 		$183K Buy
8,137
+157
+2% +$3.54K ﹤0.01% 1446
2022
Q3 		$177K Buy
+7,980
New +$182K ﹤0.01% 1431

Other funds holding IBHE

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

Northwestern Mutual Wealth Management's IBHE Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 113,510 shares — an estimated $2.64M sold.

Northwestern Mutual Wealth Management first reported a position in IBHE in Q3 2022 and held it in 13 quarters. The position peaked at $16.5M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 113,510 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $2.64M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2022 and held it in 13 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $16.5M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.