Northwestern Mutual Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.99M	Sell	220,129 -847,126	-79%	-$19.3M	﹤0.01%	860
2026 Q1	$24.5M	Sell	1,067,255 -1,462	-0.1%	-$33.7K	0.02%	398
2025 Q4	$24.7M	Buy	1,068,717 +86,030	+9%	+$2M	0.02%	378
2025 Q3	$23M	Buy	982,687 +184,315	+23%	+$4.29M	0.02%	380
2025 Q2	$18.5M	Buy	798,372 +6,906	+0.9%	+$159K	0.01%	387
2025 Q1	$18.4M	Buy	791,466 +34,654	+5%	+$807K	0.02%	363
2024 Q4	$17.5M	Buy	756,812 +132,186	+21%	+$3.07M	0.01%	352
2024 Q3	$14.6M	Buy	624,626 +41,152	+7%	+$950K	0.01%	370
2024 Q2	$13.4M	Buy	583,474 +72,260	+14%	+$1.65M	0.01%	362
2024 Q1	$11.8M	Buy	511,214 +375,911	+278%	+$8.62M	0.01%	388
2023 Q4	$3.1M	Buy	135,303 +123,673	+1,063%	+$2.79M	﹤0.01%	653
2023 Q3	$262K	Buy	11,630 +4,409	+61%	+$99.8K	﹤0.01%	1366
2023 Q2	$164K	Hold	7,221	–	–	﹤0.01%	1543
2023 Q1	$165K	Hold	7,221	–	–	﹤0.01%	1510
2022 Q4	$161K	Hold	7,221	–	–	﹤0.01%	1483
2022 Q3	$158K	Buy	+7,221	New	+$164K	﹤0.01%	1472

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 79% in Q2 2026, selling an estimated $19.3M and leaving 220,129 shares worth $4.99M. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Northwestern Mutual Wealth Management first reported a position in IBHF in Q3 2022 and has held it in 16 quarters since. The position peaked at $24.7M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Northwestern Mutual Wealth Management held 220,129 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.99M as of Q2 2026.
Northwestern Mutual Wealth Management sold 847,126 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $19.3M.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #860 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2022 and has held it in 16 quarters since.
Northwestern Mutual Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $24.7M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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