Northwestern Mutual Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.6M Buy
778,916
+8,133
+1% +$183K 0.01% 402
2025
Q1
$17.2M Buy
770,783
+51,941
+7% +$1.16M 0.01% 376
2024
Q4
$16M Buy
718,842
+508,249
+241% +$11.3M 0.01% 366
2024
Q3
$4.76M Buy
210,593
+48,578
+30% +$1.1M ﹤0.01% 630
2024
Q2
$3.57M Buy
162,015
+141,511
+690% +$3.12M ﹤0.01% 663
2024
Q1
$456K Buy
20,504
+16,735
+444% +$373K ﹤0.01% 1276
2023
Q4
$83.7K Hold
3,769
﹤0.01% 1851
2023
Q3
$81.1K Hold
3,769
﹤0.01% 1787
2023
Q2
$82.3K Hold
3,769
﹤0.01% 1802
2023
Q1
$82.8K Hold
3,769
﹤0.01% 1756
2022
Q4
$80.5K Hold
3,769
﹤0.01% 1750
2022
Q3
$78K Buy
+3,769
New +$78K ﹤0.01% 1731