Northwestern Mutual Wealth Management
IBMO icon

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.27M Sell
244,402
-8,668
-3% -$222K ﹤0.01% 768
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBMO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.4% in Q2 2026, selling an estimated $222K and leaving 244,402 shares worth $6.27M. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Northwestern Mutual Wealth Management first reported a position in IBMO in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.84M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 244,402 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $6.27M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 8,668 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $222K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #768 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $7.84M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.