Northwestern Mutual Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
253,695
+35,366
| +16% | +$897K | ﹤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% | +$1.41M | ﹤0.01% | 616 |
|
|
2024
Q3 | $3.75M | Buy |
147,501
+12,029
| +9% | +$306K | ﹤0.01% | 685 |
|
|
2024
Q2 | $3.39M | Buy |
135,472
+14,910
| +12% | +$373K | ﹤0.01% | 675 |
|
|
2024
Q1 | $3.03M | Sell |
120,562
-131
| -0.1% | -$3.3K | ﹤0.01% | 685 |
|
|
2023
Q4 | $3.07M | Buy |
120,693
+10,328
| +9% | +$262K | ﹤0.01% | 658 |
|
|
2023
Q3 | $2.7M | Buy |
110,365
+5,090
| +5% | +$125K | ﹤0.01% | 646 |
|
|
2023
Q2 | $2.64M | Buy |
105,275
+9,666
| +10% | +$242K | ﹤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% | +$428K | ﹤0.01% | 846 |
|
|
2022
Q3 | $646K | Buy |
26,504
+13,028
| +97% | +$318K | ﹤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% | -$15.2K | ﹤0.01% | 1305 |
|
|
2021
Q2 | $244K | Buy |
8,967
+5,292
| +144% | +$144K | ﹤0.01% | 1246 |
|
|
2021
Q1 | $99K | Hold |
3,675
| – | – | ﹤0.01% | 1494 |
|
|
2020
Q4 | $100K | Sell |
3,675
-513
| -12% | -$14K | ﹤0.01% | 1409 |
|
|
2020
Q3 | $113K | Buy |
4,188
+1,878
| +81% | +$50.7K | ﹤0.01% | 1229 |
|
|
2020
Q2 | $62K | Buy |
+2,310
| New | +$62K | ﹤0.01% | 1378 |
|