Northwestern Mutual Wealth Management
IBHH icon

Northwestern Mutual Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8M Buy
887,329
+13,110
+1% +$310K 0.01% 431
2025
Q4 		$20.7M Buy
874,219
+549,804
+169% +$13M 0.01% 416
2025
Q3 		$7.74M Buy
324,415
+74,116
+30% +$1.76M 0.01% 608
2025
Q2 		$5.94M Buy
250,299
+19,781
+9% +$461K ﹤0.01% 634
2025
Q1 		$5.38M Buy
230,518
+36,951
+19% +$869K ﹤0.01% 637
2024
Q4 		$4.52M Buy
193,567
+164,069
+556% +$3.86M ﹤0.01% 647
2024
Q3 		$702K Buy
29,498
+4,015
+16% +$94.1K ﹤0.01% 1181
2024
Q2 		$589K Buy
25,483
+22,050
+642% +$508K ﹤0.01% 1201
2024
Q1 		$80.1K Buy
+3,433
New +$79.7K ﹤0.01% 1905

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return