Northwestern Mutual Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
185,252
+20,904
| +13% | +$531K | ﹤0.01% | 696 |
|
|
2025
Q1 | $4.16M | Buy |
164,348
+309
| +0.2% | +$7.82K | ﹤0.01% | 709 |
|
|
2024
Q4 | $4.13M | Buy |
164,039
+25,478
| +18% | +$642K | ﹤0.01% | 670 |
|
|
2024
Q3 | $3.55M | Buy |
138,561
+22,708
| +20% | +$582K | ﹤0.01% | 697 |
|
|
2024
Q2 | $2.9M | Buy |
115,853
+27,311
| +31% | +$683K | ﹤0.01% | 701 |
|
|
2024
Q1 | $2.24M | Buy |
88,542
+794
| +0.9% | +$20.1K | ﹤0.01% | 766 |
|
|
2023
Q4 | $2.25M | Sell |
87,748
-466
| -0.5% | -$11.9K | ﹤0.01% | 734 |
|
|
2023
Q3 | $2.15M | Buy |
88,214
+5,078
| +6% | +$124K | ﹤0.01% | 699 |
|
|
2023
Q2 | $2.09M | Buy |
83,136
+1,033
| +1% | +$26K | ﹤0.01% | 697 |
|
|
2023
Q1 | $2.1M | Buy |
82,103
+42,717
| +108% | +$1.09M | ﹤0.01% | 671 |
|
|
2022
Q4 | $988K | Buy |
39,386
+14,124
| +56% | +$354K | ﹤0.01% | 878 |
|
|
2022
Q3 | $611K | Buy |
25,262
+12,141
| +93% | +$294K | ﹤0.01% | 973 |
|
|
2022
Q2 | $328K | Buy |
13,121
+1,000
| +8% | +$25K | ﹤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 | +$50K | ﹤0.01% | 1507 |
|