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 |
|