Northwestern Mutual Wealth Management
IBMM

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-215,660
Closed -$5.63M – 3974
2024
Q3 		$5.63M Buy
215,660
+10,551
+5% +$275K 0.01% 590
2024
Q2 		$5.34M Buy
205,109
+30,286
+17% +$787K 0.01% 578
2024
Q1 		$4.54M Buy
174,823
+5,718
+3% +$148K ﹤0.01% 586
2023
Q4 		$4.38M Sell
169,105
-10,636
-6% -$274K ﹤0.01% 570
2023
Q3 		$4.62M Sell
179,741
-150,834
-46% -$3.88M 0.01% 521
2023
Q2 		$8.52M Buy
330,575
+15,948
+5% +$410K 0.01% 394
2023
Q1 		$8.14M Buy
314,627
+22,478
+8% +$580K 0.01% 383
2022
Q4 		$7.52M Buy
292,149
+193,187
+195% +$4.96M 0.01% 381
2022
Q3 		$2.52M Buy
98,962
+71,000
+254% +$1.84M ﹤0.01% 560
2022
Q2 		$727K Buy
27,962
+10,927
+64% +$282K ﹤0.01% 918
2022
Q1 		$443K Sell
17,035
-7,182
-30% -$189K ﹤0.01% 1127
2021
Q4 		$650K Buy
24,217
+3,875
+19% +$104K ﹤0.01% 982
2021
Q3 		$548K Sell
20,342
-564
-3% -$15.2K ﹤0.01% 955
2021
Q2 		$565K Sell
20,906
-1,997
-9% -$53.9K ﹤0.01% 936
2021
Q1 		$619K Buy
22,903
+5,489
+32% +$148K ﹤0.01% 851
2020
Q4 		$472K Buy
17,414
+966
+6% +$26.1K ﹤0.01% 850
2020
Q3 		$446K Buy
16,448
+2,530
+18% +$68.6K ﹤0.01% 779
2020
Q2 		$376K Buy
13,918
+4,740
+52% +$126K ﹤0.01% 779
2020
Q1 		$240K Sell
9,178
-29,599
-76% -$782K ﹤0.01% 826
2019
Q4 		$1.02M Buy
38,777
+2,155
+6% +$56.9K ﹤0.01% 514
2019
Q3 		$964K Sell
36,622
-3,487
-9% -$92.2K ﹤0.01% 494
2019
Q2 		$1.05M Buy
40,109
+19,673
+96% +$512K ﹤0.01% 463
2019
Q1 		$531K Buy
20,436
+6,632
+48% +$171K ﹤0.01% 607
2018
Q4 		$351K Buy
+13,804
New +$346K ﹤0.01% 656

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBMM Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 215,660 shares — an estimated $5.63M sold.

Northwestern Mutual Wealth Management first reported a position in IBMM in Q4 2018 and held it in 24 quarters. The position peaked at $8.52M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 215,660 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $5.63M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2018 and held it in 24 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $8.52M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.