Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14M Buy
421,063
+49,248
+13% +$2M 0.01% 555
2026
Q1 		$14.3M Buy
371,815
+111,166
+43% +$4.81M 0.01% 515
2025
Q4 		$12.9M Buy
260,649
+240,754
+1,210% +$13.7M 0.01% 513
2025
Q3 		$1.29M Buy
19,895
+17,508
+733% +$1.14M ﹤0.01% 1148
2025
Q2 		$146K Buy
2,387
+1,657
+227% +$92.8K ﹤0.01% 1868
2025
Q1 		$34.2K Buy
730
+528
+261% +$28K ﹤0.01% 2308
2024
Q4 		$10.7K Buy
202
+20
+11% +$944 ﹤0.01% 2720
2024
Q3 		$6.58K Buy
182
+174
+2,175% +$6.04K ﹤0.01% 2826
2024
Q2 		$273 Sell
8
-13
-62% -$486 ﹤0.01% 3337
2024
Q1 		$850 Buy
+21
New +$655 ﹤0.01% 3213

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, buying an estimated $2M and bringing the position to 421,063 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #555.

Northwestern Mutual Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.3M in Q1 2026. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 421,063 shares of iShares Bitcoin Trust worth $14M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 49,248 iShares Bitcoin Trust shares in Q2 2026, an estimated $2M.
  • iShares Bitcoin Trust made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Northwestern Mutual Wealth Management's iShares Bitcoin Trust position peaked at $14.3M in Q1 2026.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.