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 – 2808
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 $19.6B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return