Northwestern Mutual Wealth Management
IBMH

Northwestern Mutual Wealth Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-391,371
Closed -$9.96M – 2807
2019
Q2 		$9.96M Buy
391,371
+16,632
+4% +$423K 0.04% 181
2019
Q1 		$9.54M Buy
374,739
+38,037
+11% +$966K 0.04% 179
2018
Q4 		$8.55M Buy
336,702
+133,442
+66% +$3.38M 0.04% 182
2018
Q3 		$5.15M Buy
203,260
+14,791
+8% +$375K 0.03% 220
2018
Q2 		$4.79M Buy
188,469
+86,339
+85% +$2.19M 0.03% 215
2018
Q1 		$2.58M Buy
+102,130
New +$2.59M 0.02% 263

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBMH Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 391,371 shares — an estimated $9.96M sold.

Northwestern Mutual Wealth Management first reported a position in IBMH in Q1 2018 and held it in 6 quarters. The position peaked at $9.96M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 391,371 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $9.96M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $9.96M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.