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

Northwestern Mutual Wealth Management’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Sell
49,748
-13,219
-21% -$294K ﹤0.01% 1298
2025
Q4 		$1.41M Sell
62,967
-757,633
-92% -$16.9M ﹤0.01% 1175
2025
Q3 		$18.5M Buy
820,600
+41,684
+5% +$936K 0.01% 423
2025
Q2 		$17.6M Buy
778,916
+8,133
+1% +$181K 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% +$11.4M 0.01% 366
2024
Q3 		$4.76M Buy
210,593
+48,578
+30% +$1.08M ﹤0.01% 630
2024
Q2 		$3.57M Buy
162,015
+141,511
+690% +$3.11M ﹤0.01% 663
2024
Q1 		$456K Buy
20,504
+16,735
+444% +$371K ﹤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 +$82K ﹤0.01% 1731

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TF
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FDCDDQ
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HighTower Advisors
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CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return