Northwestern Mutual Wealth Management
IBHI icon

Northwestern Mutual Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.5M Buy
1,687,300
+594,472
+54% +$13.9M 0.02% 341
2026
Q1 		$25.4M Buy
1,092,828
+21,890
+2% +$515K 0.02% 391
2025
Q4 		$25.3M Buy
1,070,938
+248,265
+30% +$5.86M 0.02% 375
2025
Q3 		$19.6M Buy
822,673
+763,050
+1,280% +$18M 0.01% 409
2025
Q2 		$1.41M Buy
59,623
+23,376
+64% +$540K ﹤0.01% 1060
2025
Q1 		$842K Hold
36,247
– – ﹤0.01% 1165
2024
Q4 		$850K Buy
36,247
+17,602
+94% +$416K ﹤0.01% 1123
2024
Q3 		$446K Buy
18,645
+13,026
+232% +$306K ﹤0.01% 1348
2024
Q2 		$130K Buy
5,619
+2,166
+63% +$49.9K ﹤0.01% 1727
2024
Q1 		$80.7K Buy
+3,453
New +$79.9K ﹤0.01% 1901

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 54% in Q2 2026, buying an estimated $13.9M and bringing the position to 1,687,300 shares worth $39.5M. The position accounts for 0.02% of the portfolio, ranked #341.

Northwestern Mutual Wealth Management first reported a position in IBHI in Q1 2024 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,687,300 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $39.5M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 594,472 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $13.9M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 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.