Northwestern Mutual Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.25M	Buy	206,724 +6,844	+3%	+$174K	﹤0.01%	835
2026 Q1	$5.08M	Sell	199,880 -70,691	-26%	-$1.8M	﹤0.01%	801
2025 Q4	$6.87M	Buy	270,571 +11,110	+4%	+$282K	﹤0.01%	671
2025 Q3	$6.61M	Buy	259,461 +5,766	+2%	+$147K	﹤0.01%	649
2025 Q2	$6.43M	Buy	253,695 +35,366	+16%	+$891K	﹤0.01%	620
2025 Q1	$5.52M	Buy	218,329 +14,801	+7%	+$374K	﹤0.01%	629
2024 Q4	$5.12M	Buy	203,528 +56,027	+38%	+$1.42M	﹤0.01%	616
2024 Q3	$3.75M	Buy	147,501 +12,029	+9%	+$304K	﹤0.01%	685
2024 Q2	$3.39M	Buy	135,472 +14,910	+12%	+$372K	﹤0.01%	675
2024 Q1	$3.03M	Sell	120,562 -131	-0.1%	-$3.31K	﹤0.01%	685
2023 Q4	$3.07M	Buy	120,693 +10,328	+9%	+$257K	﹤0.01%	658
2023 Q3	$2.7M	Buy	110,365 +5,090	+5%	+$127K	﹤0.01%	646
2023 Q2	$2.64M	Buy	105,275 +9,666	+10%	+$243K	﹤0.01%	643
2023 Q1	$2.43M	Buy	95,609 +52,030	+119%	+$1.32M	﹤0.01%	633
2022 Q4	$1.09M	Buy	43,579 +17,075	+64%	+$423K	﹤0.01%	846
2022 Q3	$646K	Buy	26,504 +13,028	+97%	+$329K	﹤0.01%	957
2022 Q2	$339K	Hold	13,476	–	–	﹤0.01%	1205
2022 Q1	$342K	Hold	13,476	–	–	﹤0.01%	1230
2021 Q4	$364K	Buy	13,476 +5,070	+60%	+$137K	﹤0.01%	1203
2021 Q3	$227K	Sell	8,406 -561	-6%	-$15.3K	﹤0.01%	1305
2021 Q2	$244K	Buy	8,967 +5,292	+144%	+$143K	﹤0.01%	1246
2021 Q1	$99K	Hold	3,675	–	–	﹤0.01%	1494
2020 Q4	$100K	Sell	3,675 -513	-12%	-$13.9K	﹤0.01%	1409
2020 Q3	$113K	Buy	4,188 +1,878	+81%	+$50.9K	﹤0.01%	1229
2020 Q2	$62K	Buy	+2,310	New	+$60.9K	﹤0.01%	1378

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 3.4% in Q2 2026, buying an estimated $174K and bringing the position to 206,724 shares worth $5.25M. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Northwestern Mutual Wealth Management first reported a position in IBMP in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.87M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Northwestern Mutual Wealth Management held 206,724 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $5.25M as of Q2 2026.
Northwestern Mutual Wealth Management bought 6,844 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $174K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #835 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
Northwestern Mutual Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $6.87M in Q4 2025.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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