Northwestern Mutual Wealth Management

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 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

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return