Northwestern Mutual Wealth Management
IBMJ

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-124,563
Closed -$3.19M – 3471
2021
Q3 		$3.19M Sell
124,563
-5,438
-4% -$139K 0.01% 470
2021
Q2 		$3.33M Sell
130,001
-5,863
-4% -$150K 0.01% 446
2021
Q1 		$3.49M Sell
135,864
-34,979
-20% -$900K 0.01% 406
2020
Q4 		$4.4M Sell
170,843
-1,268
-0.7% -$32.7K 0.01% 339
2020
Q3 		$4.46M Buy
172,111
+6,928
+4% +$179K 0.01% 317
2020
Q2 		$4.29M Sell
165,183
-17,511
-10% -$452K 0.01% 306
2020
Q1 		$4.66M Sell
182,694
-76,283
-29% -$1.96M 0.02% 256
2019
Q4 		$6.67M Buy
258,977
+25,884
+11% +$668K 0.02% 238
2019
Q3 		$6.01M Sell
233,093
-4,727
-2% -$122K 0.02% 240
2019
Q2 		$6.13M Sell
237,820
-13,275
-5% -$341K 0.02% 231
2019
Q1 		$6.44M Buy
251,095
+31,993
+15% +$818K 0.03% 223
2018
Q4 		$5.58M Buy
219,102
+87,824
+67% +$2.22M 0.03% 225
2018
Q3 		$3.32M Buy
131,278
+3,853
+3% +$97.9K 0.02% 258
2018
Q2 		$3.24M Buy
127,425
+20,423
+19% +$517K 0.02% 248
2018
Q1 		$2.72M Buy
107,002
+103,783
+3,224% +$2.64M 0.02% 260
2017
Q4 		$82K Hold
3,219
– – ﹤0.01% 988
2017
Q3 		$83K Buy
+3,219
New +$83.5K ﹤0.01% 947

Other funds holding IBMJ

Mercer Global Advisors
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Northwestern Mutual Wealth Management's IBMJ Position: Q4 2021 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 124,563 shares — an estimated $3.19M sold.

Northwestern Mutual Wealth Management first reported a position in IBMJ in Q3 2017 and held it in 17 quarters. The position peaked at $6.67M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 124,563 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $3.19M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2017 and held it in 17 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $6.67M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.