Northwestern Mutual Wealth Management
IBMI

Northwestern Mutual Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-172,486
Closed -$4.4M – 2768
2020
Q2 		$4.4M Sell
172,486
-36,475
-17% -$929K 0.01% 305
2020
Q1 		$5.3M Sell
208,961
-179,729
-46% -$4.58M 0.02% 245
2019
Q4 		$9.92M Sell
388,690
-5,212
-1% -$133K 0.03% 189
2019
Q3 		$10.1M Sell
393,902
-1,670
-0.4% -$42.7K 0.04% 185
2019
Q2 		$10.1M Sell
395,572
-13,378
-3% -$341K 0.04% 179
2019
Q1 		$10.4M Buy
408,950
+38,216
+10% +$972K 0.05% 172
2018
Q4 		$9.41M Buy
370,734
+230,014
+163% +$5.81M 0.05% 170
2018
Q3 		$3.55M Buy
140,720
+3,837
+3% +$97.3K 0.02% 251
2018
Q2 		$3.47M Buy
136,883
+32,942
+32% +$833K 0.02% 239
2018
Q1 		$2.64M Buy
+103,941
New +$2.64M 0.02% 261

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBMI Position: Q3 2020 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 172,486 shares — an estimated $4.4M sold.

Northwestern Mutual Wealth Management first reported a position in IBMI in Q1 2018 and held it in 10 quarters. The position peaked at $10.4M in Q1 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 172,486 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $4.4M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2018 and held it in 10 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $10.4M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.