Northwestern Mutual Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.49M | Sell |
253,070
-52,556
| -17% | -$1.35M | ﹤0.01% | 721 |
|
|
2025
Q4 | $7.84M | Buy |
305,626
+19,663
| +7% | +$504K | 0.01% | 636 |
|
|
2025
Q3 | $7.34M | Sell |
285,963
-1,422
| -0.5% | -$36.5K | ﹤0.01% | 625 |
|
|
2025
Q2 | $7.36M | Buy |
287,385
+18,602
| +7% | +$475K | 0.01% | 576 |
|
|
2025
Q1 | $6.87M | Sell |
268,783
-2,593
| -1% | -$66.2K | 0.01% | 572 |
|
|
2024
Q4 | $6.91M | Buy |
271,376
+25,788
| +11% | +$658K | 0.01% | 535 |
|
|
2024
Q3 | $6.3M | Buy |
245,588
+67,741
| +38% | +$1.73M | 0.01% | 565 |
|
|
2024
Q2 | $4.5M | Buy |
177,847
+15,927
| +10% | +$402K | ﹤0.01% | 611 |
|
|
2024
Q1 | $4.1M | Buy |
161,920
+2,651
| +2% | +$67.4K | ﹤0.01% | 606 |
|
|
2023
Q4 | $4.06M | Buy |
159,269
+6,432
| +4% | +$161K | ﹤0.01% | 588 |
|
|
2023
Q3 | $3.79M | Buy |
152,837
+9,705
| +7% | +$243K | ﹤0.01% | 563 |
|
|
2023
Q2 | $3.6M | Buy |
143,132
+10,261
| +8% | +$259K | ﹤0.01% | 568 |
|
|
2023
Q1 | $3.39M | Buy |
132,871
+62,987
| +90% | +$1.6M | ﹤0.01% | 563 |
|
|
2022
Q4 | $1.76M | Buy |
69,884
+27,178
| +64% | +$678K | ﹤0.01% | 698 |
|
|
2022
Q3 | $1.05M | Buy |
42,706
+26,194
| +159% | +$664K | ﹤0.01% | 809 |
|
|
2022
Q2 | $418K | Buy |
16,512
+2,960
| +22% | +$74.5K | ﹤0.01% | 1114 |
|
|
2022
Q1 | $346K | Sell |
13,552
-550
| -4% | -$14.4K | ﹤0.01% | 1223 |
|
|
2021
Q4 | $379K | Buy |
14,102
+5,096
| +57% | +$137K | ﹤0.01% | 1184 |
|
|
2021
Q3 | $242K | Sell |
9,006
-567
| -6% | -$15.3K | ﹤0.01% | 1283 |
|
|
2021
Q2 | $259K | Buy |
9,573
+5,873
| +159% | +$158K | ﹤0.01% | 1221 |
|
|
2021
Q1 | $99K | Hold |
3,700
| – | – | ﹤0.01% | 1493 |
|
|
2020
Q4 | $100K | Sell |
3,700
-515
| -12% | -$13.9K | ﹤0.01% | 1408 |
|
|
2020
Q3 | $113K | Buy |
4,215
+1,888
| +81% | +$50.8K | ﹤0.01% | 1228 |
|
|
2020
Q2 | $62K | Buy |
+2,327
| New | +$61.1K | ﹤0.01% | 1377 |
|
Other funds holding IBMO
RPC
NA
LIA
KCM
