Northwestern Mutual Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.63M	Buy	298,680 +5,862	+2%	+$150K	﹤0.01%	672
2025 Q4	$7.49M	Buy	292,818 +3,000	+1%	+$76.6K	﹤0.01%	644
2025 Q3	$7.43M	Buy	289,818 +104,566	+56%	+$2.67M	0.01%	623
2025 Q2	$4.71M	Buy	185,252 +20,904	+13%	+$527K	﹤0.01%	696
2025 Q1	$4.16M	Buy	164,348 +309	+0.2%	+$7.81K	﹤0.01%	709
2024 Q4	$4.13M	Buy	164,039 +25,478	+18%	+$646K	﹤0.01%	670
2024 Q3	$3.55M	Buy	138,561 +22,708	+20%	+$576K	﹤0.01%	697
2024 Q2	$2.9M	Buy	115,853 +27,311	+31%	+$684K	﹤0.01%	701
2024 Q1	$2.24M	Buy	88,542 +794	+0.9%	+$20.2K	﹤0.01%	766
2023 Q4	$2.25M	Sell	87,748 -466	-0.5%	-$11.6K	﹤0.01%	734
2023 Q3	$2.15M	Buy	88,214 +5,078	+6%	+$127K	﹤0.01%	699
2023 Q2	$2.09M	Buy	83,136 +1,033	+1%	+$26.1K	﹤0.01%	697
2023 Q1	$2.1M	Buy	82,103 +42,717	+108%	+$1.08M	﹤0.01%	671
2022 Q4	$988K	Buy	39,386 +14,124	+56%	+$349K	﹤0.01%	878
2022 Q3	$611K	Buy	25,262 +12,141	+93%	+$305K	﹤0.01%	973
2022 Q2	$328K	Buy	13,121 +1,000	+8%	+$24.9K	﹤0.01%	1221
2022 Q1	$309K	Hold	12,121	–	–	﹤0.01%	1268
2021 Q4	$330K	Buy	12,121 +5,033	+71%	+$137K	﹤0.01%	1243
2021 Q3	$193K	Hold	7,088	–	–	﹤0.01%	1354
2021 Q2	$194K	Buy	7,088 +5,259	+288%	+$144K	﹤0.01%	1325
2021 Q1	$50K	Hold	1,829	–	–	﹤0.01%	1741
2020 Q4	$50K	Hold	1,829	–	–	﹤0.01%	1653
2020 Q3	$50K	Buy	+1,829	New	+$50.1K	﹤0.01%	1507

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBMQ Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 2% in Q1 2026, buying an estimated $150K and bringing the position to 298,680 shares worth $7.63M. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Northwestern Mutual Wealth Management first reported a position in IBMQ in Q3 2020 and has held it in 23 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Northwestern Mutual Wealth Management held 298,680 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $7.63M as of Q1 2026.
Northwestern Mutual Wealth Management bought 5,862 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $150K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #672 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2020 and has held it in 23 quarters since.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.