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 Q2	$1.07M	Sell	48,285 -1,463	-3%	-$32.3K	﹤0.01%	1380
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

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 2.9% in Q2 2026, selling an estimated $32.3K and leaving 48,285 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Northwestern Mutual Wealth Management first reported a position in IBHG in Q3 2022 and has held it in 16 quarters since. The position peaked at $18.5M in Q3 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Northwestern Mutual Wealth Management held 48,285 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.07M as of Q2 2026.
Northwestern Mutual Wealth Management sold 1,463 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $32.3K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1380 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2022 and has held it in 16 quarters since.
Northwestern Mutual Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $18.5M in Q3 2025.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 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.