Northwestern Mutual Wealth Management
IBMG

Northwestern Mutual Wealth Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-66,165
Closed -$1.68M – 2806
2018
Q2 		$1.68M Buy
+66,165
New +$1.68M 0.01% 326

Other funds holding IBMG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBMG Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 66,165 shares — an estimated $1.68M sold.

Northwestern Mutual Wealth Management first reported a position in IBMG in Q2 2018 and held it in 1 quarter. The position peaked at $1.68M in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 66,165 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $1.68M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $1.68M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.