Northwestern Mutual Wealth Management

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 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 $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return